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Macro views

Ostrum AM’s Perspectives – February 2025

February 24, 2025 - 10 min

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video
Macro views
Macro outlook 2026: Beyond the wall of worry
What’s driving markets and what could derail them in 2026 is discussed by macro experts from Natixis Investment Managers.
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