Market research

Our market research is produced by Societe Generale Cross-Asset Research, the bank’s independent research team. On top of its established UK and Western European base, it benefits from a global coverage thanks to its presence in the US, Asia and Societe Generale local networks in Eastern Europe.

Composed of over 200 analysts, strategists, economists and quants, the team produces fundamental studies, expert views, long-term strategies, investment ideas and trade ideas and more. They cover economics, cross asset strategy (including rates & currencies, credit, emerging markets, equity and commodities strategy), equity and credit single name research, socially-responsible investments as well as quantitative research.

Below is a selection of Societe Generale Cross-Asset Research featured reports. The full range of our research offer is available to existing clients on their SG Markets Research & Insight dashboards.

Featured reports

Publications

EM Outlook 2021: It's complicated
The market consensus has turned overwhelmingly bullish recently, as a growth recovery plus ample liquidity presumably...
Global markets
The market consensus has turned overwhelmingly bullish recently, as a growth recovery plus ample liquidity presumably creates a rising tide that lifts all boats, including EM assets.
EM Outlook 2021: It's complicated
Credit Strategy Outlook 2021
In their 2020 Outlook report, our credit analysts warned that investors faced “A tale of two scenarios.”
Global markets
In their 2020 Outlook report, our credit analysts warned that investors faced “A tale of two scenarios.”
Credit Strategy Outlook 2021
Smart Bourse
Quel coût d’un Brexit avec ou sans accord ? Retrouvez les réponses de Michel Martinez, Chef économiste pour l’Europe...
Global markets
Quel coût d’un Brexit avec ou sans accord ? Retrouvez les réponses de Michel Martinez, Chef économiste pour l’Europe chez Société Générale CIB dans Smart Bourse.
Smart Bourse
Multi Asset Portfolio 2021 Outlook: Building on Rotation, Asymmetry & Protection
The second COVID wave has further strengthened a high rate of savings accumulation and high portfolio cash levels now...
Cross Asset Research
The second COVID wave has further strengthened a high rate of savings accumulation and high portfolio cash levels now ready to be invested in the economic recovery, notably equities at a time of negative real yields in the developed world.
Multi Asset Portfolio 2021 Outlook: Building on Rotation, Asymmetry & Protection
Societe Generale speeds up the integration of sustainable & positive impact finance and ESG across its market activities
In this interview, Pascale Moreau, Global Markets Chief Operating Officer, and Yann Garnier, Head of Sales and Research...
Global markets
In this interview, Pascale Moreau, Global Markets Chief Operating Officer, and Yann Garnier, Head of Sales and Research for Global Markets, discuss how 2021 will be a pivotal year in the acceleration of the integration of “sustainable and positive impact finance” (SPIF) and “environmental, social and governance” (ESG) criteria across all areas of Societe...
Societe Generale speeds up the integration of sustainable & positive impact finance and ESG across its market activities
2021 Global Economic Outlook - A shot in the arm for the recovery
The development of not just one, but several, promising COVID19 vaccines that could be deployed by the end of the year...
The development of not just one, but several, promising COVID19 vaccines that could be deployed by the end of the year is a gamechanger in our view.
2021 Global Economic Outlook - A shot in the arm for the recovery
Commodities Outlook: Navigating Jabs
Reports of an imminent, and highly effective, vaccine against COVID-19 point to much stronger commodity demand. Once...
Global markets
Reports of an imminent, and highly effective, vaccine against COVID-19 point to much stronger commodity demand. Once there is more information available on the vaccine, the base forecasts will be reviewed.
Commodities Outlook: Navigating Jabs
Q4 2020 Global Economic Outlook - Now comes the hard part
After the collapse the rebound? Easier said than done on the long-term according to Klaus Baader in his latest Global...
After the collapse the rebound? Easier said than done on the long-term according to Klaus Baader in his latest Global Economic Outlook report
Q4 2020 Global Economic Outlook - Now comes the hard part
The Big Picture: European Equity Strategy 2021 Outlook
European citizens and equity investors will be happy to turn the page on 2020. Quite possibly we will be turning many...
Global markets
European citizens and equity investors will be happy to turn the page on 2020. Quite possibly we will be turning many pages in fact: that of COVID (we hope), the UK in Europe (we think), perhaps also the outperformance of defensives, the strong US dollar, falling bond yields, high dividend yields, carbon in portfolios etc.
The Big Picture: European Equity Strategy 2021 Outlook
Global Equity Vol Outlook: one more year
ESG Thematic Insight - Air pollution: reclaiming the right to clean air
Air pollution affects everyone and almost every living thing: children, adults and even babies in the womb.
Cross Asset Research
Air pollution affects everyone and almost every living thing: children, adults and even babies in the womb.
ESG Thematic Insight - Air pollution: reclaiming the right to clean air
European Green Deal : get ready to lift-off
With its European Green Deal, the EU has set itself the very ambitious goal of becoming the first climate neutral...
Cross Asset Research
With its European Green Deal, the EU has set itself the very ambitious goal of becoming the first climate neutral continent.
European Green Deal : get ready to lift-off
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