Cross Asset Research

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02
Oct
2020
Market research
Cross Asset Research
Market research
25
Aug
2020
Institutional Investor 2020 Europe Research Survey
Strong recognition of our cross-asset research franchise as one of the leading independent research propositions on the...
Strong recognition of our cross-asset research franchise as one of the leading independent research propositions on the market in the Institutional Investor 2020 Europe Research Survey.
Institutional Investor 2020 Europe Research Survey
16
Jul
2020
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
03
Jul
2020
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
15
Jun
2020
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
10
Jun
2020
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
20
May
2020
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...
Global Economic Outlook
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
20
May
2020
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
31
Mar
2020
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
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