Cross Asset Research

AllNEWS and PRVideosPages
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
01
Jul
2020
Market research
Cross Asset Research
Market research
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
28
Feb
2020
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
18
Feb
2020
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