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.

Latest featured reports

European Green Deal: Get Ready to Lift-Off

Market research

European Green Deal: Get Ready to Lift-Off

https://wholesale.banking.societegenerale.com/en/about/news-press-room/news-details/news/european-green-deal-get-ready-lift-off/

EM Outlook 2H20: Distancing vs socialising – cross-asset implications

Market research

EM Outlook 2H20: Distancing vs socialising – cross-asset implications

https://wholesale.banking.societegenerale.com/en/about/news-press-room/news-details/news/distancing-socialising-cross-asset-implications/

Previous publications

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...

With its European Green Deal, the EU has set itself the very ambitious goal of becoming the first climate neutral continent. This has the potential of becoming a real game changer for all the actors involved and, as our European Equity Strategy team is keen to highlight, a great boost for portfolios.

European Green Deal: Get Ready to Lift-Off

Road to ESG integration: embedding ESG into target prices
Earlier this year, we published the first in a series of “Road to ESG integration” reports, defining and quantifying at...

Research insights

Earlier this year, we published the first in a series of “Road to ESG integration” reports, defining and quantifying at sector level the key financially relevant themes that would have a direct bearing on our qualitative approach. We received a great deal of positive feedback for this exercise, but one question was asked time and time again: “How do ESG...

Road to ESG integration: embedding ESG into target prices

Rough seas but favourable winds
In their just released Multi Asset Portfolio 3Q20 outlook “Rough seas but favourable winds”, Societe Generale Global...

In their just released Multi Asset Portfolio 3Q20 outlook “Rough seas but favourable winds”, Societe Generale Global Asset Allocation Strategists present a portfolio balanced between a gradual economic recovery and massive policy support on the one hand, and risks of a second wave of COVID-19 contagion, structural weaknesses in the global economy, rapidly...

Rough seas but favourable winds

Emerging from Hibernation
Find out what our economists have to say about the path out of lockdown in their latest Global Economic Outlook...

Find out what our economists have to say about the path out of lockdown in their latest Global Economic Outlook quarterly report.

Emerging from Hibernation

FX Morning Expresso
Markets never sleep. Our Morning expresso is, as it should be, a short and sharp look at what financial markets have in...

Markets never sleep. Our Morning expresso is, as it should be, a short and sharp look at what financial markets have in store for the day.

FX Morning Expresso

Global economy in self-isolation
Over the past two weeks prospects for economic growth have deteriorated in dramatic fashion as lockdowns, state-mandated...

Over the past two weeks prospects for economic growth have deteriorated in dramatic fashion as lockdowns, state-mandated or voluntary, spread like wildfire across the world.

Global economy in self-isolation

Global Economic Outlook - Growth in the time of COVID-19
A key theme of our November Global Economic Outlook (GEO) was the decline in downside risks to growth. Since then, the...

A key theme of our November Global Economic Outlook (GEO) was the decline in downside risks to growth. Since then, the two key prevalent risks have eased further, with the signing of the Phase-1 US-China trade deal and the approval of the UK-EU divorce agreement. However, the interim upward growth forecast adjustments we had made, especially for China, have...

Global Economic Outlook - Growth in the time of COVID-19

Market Risk Outlook - Higher Conviction, Less Downside
Risk assets have maintained the positive momentum we reported in our previous Societe Generale Market Risk Outlook in...

Risk assets have maintained the positive momentum we reported in our previous Societe Generale Market Risk Outlook in October 2019, with equities back to historical highs on the back of upward surprises in global manufacturing and consumer/business confidence. In essence, the widely held view that there is (still) no alternative to equities for now is,...

Market Risk Outlook - Higher Conviction, Less Downside

Road to ESG Integration – ESG becoming an integral part of Societe Generale research
We are convinced that sustainability has become one of the core components of a company’s intrinsic value and...

We are convinced that sustainability has become one of the core components of a company’s intrinsic value and performance. With the systematic integration of ESG criteria to our equity research reports, we aim to provide a practical framework to help investors make informed decisions by combining traditional financial metrics with valuable and actionable...

Road to ESG Integration – ESG becoming an integral part of Societe Generale research

Emerging Markets Outlook 2020 – Endgame
Entering the endgame: the global economy and financial markets are in a late-cycle stage. In 2020, they will enter the...

Entering the endgame: the global economy and financial markets are in a late-cycle stage. In 2020, they will enter the decisive endgame. Our global emerging market strategists share their 2020 insights on investment opportunities in FX, sovereign spreads, and local currency bonds in Asia, CEEMA, Latam, and Africa.

Emerging Markets Outlook 2020 – Endgame

M&A Time to Scale Up
Societe Generale Equity Strategists have just published an update of this special report on M&A, in which they take a...

Societe Generale Equity Strategists have just published an update of this special report on M&A, in which they take a close look at recent trends in the global M&A cycle and discuss why the environment is still favourable for acquisitions.

M&A Time to Scale Up

Asia Investment Navigator - The cyclical upturn extends into 2020
Societe Generale Cross Asset Research, the bank’s independent financial research department, published its 2020 Asia...

Societe Generale Cross Asset Research, the bank’s independent financial research department, published its 2020 Asia Equity Strategy Outlook “The cyclical upturn extends into 2020”.

Asia Investment Navigator - The cyclical upturn extends into 2020

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