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Macro views

Mirova monthly market review – March 2025

March 21, 2025 - 26 min

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video
Macro views
Charting the course: Macro and markets in Q4
Listen to Natixis macro experts explore key themes including labor market trends and Fed policy shifts.
Macro views
Part 2: Is there more to China’s housing woes than meets the eye?
The second half of a recent discussion between Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles.
Macro views
Part 1: All eyes turn to the US-China relationship
Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles delve into the immediate ramifications of Trump’s tariff policy and their potential longer-term impacts