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Deciphering US tariffs – A long-term perspective

April 24, 2025 | 6m 55s

Learning: Unstructured

In this video, Mabrouk Chetouane, Head of Global Market Strategy at Natixis Investment Managers, analyzes the recent shift in US trade policy. Taking a long-term perspective, Mabrouk addresses the following key questions: What factors are driving this significant change in US trade policy? What are the potential consequences for the US economy? How do you foresee developments unfolding moving forward?

People

Mabrouk Chetouane

Asset Class

US Equities

Companies

Natixis Investment Managers

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We are an active global investor with investment capabilities that span public and private markets across fixed income, real assets, equities, and multi-asset platforms. Our 370 investment professionals serve a global client-base of sophisticated investors, managing and advising on assets of GBP 270 billion (as of 30 September 2024).

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Aegon Asset Management is comprised of business entities that are wholly or partially owned subsidies of Aegon Ltd., a leading global financial services business. Aegon Ltd. is a public company listed on Euronext Amsterdam and the New York Stock Exchange.

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Every day, Aon’s strategic investment advisers and asset management experts bring their deep knowledge, best ideas and operational excellence to protect and grow institutional investment portfolios.

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Today Capital Group works with financial intermediaries and institutions to manage more than US$3.2 trillion in long-term assets for investors around the world.

*All data as at 31 December 2025

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Manulife Investment Management is the asset management arm of Manulife Financial Corporation, a global financial institution that has helped safeguard investor assets since 1887. We’re passionate about delivering outcomes with leading capabilities in public and private markets – we partner with institutions to understand their needs and create tailored solutions to help meet them. We take a specialist approach. Our focused teams are led by industry veterans with decades of experience managing strategies on behalf of investors – an approach that we believe supports a culture of investment excellence and highly differentiated strategies across asset classes. We’re committed to sustainable investing, developing innovative global frameworks, engaging collaboratively with companies in our public markets portfolios, and maintaining a high standard of stewardship where we own and operate assets. As of June 30, 2026, our more than 775 investment professionals across 20 geographies manage $577 billion in assets under management and administration on behalf of investors worldwide. Visit manulifeim.com/institutional.

1 Source: MFC statistical information package, as of June 30, 2026. Assets under management (AUM) are in USD. AUM includes assets internally managed by Manulife Investment Management on behalf of external clients, the Manulife general account, and other affiliated businesses. The methodologies used to compile the total AUM are subject to change and may not reflect regulatory AUM as reported on certain affiliates' Form ADV. Manulife Investment Management’s assets under management and administration are as of June 30, 2026, and include US$570.2 billion AUM and US$7.1 billion AUM. Manulife Investment Management’s global investment professional team draws on expertise from several of its affiliates and joint ventures. Not all entities represent all asset classes.

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