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...
Multi Asset Portfolio – Outlook 2020 - Value driven choices should bring rewards
In their just released Multi Asset Portfolio Outlook 2020 titled “Value driven choices should bring rewards”, Societe...
The Big Picture “All Is Well …” – European Equity Strategy Outlook
All is well…or not? European equity markets started the year 2019 pricing in too much pessimism. In our view. 2020 could...
Global Economic Outlook - US-led slowdown
Over the past few weeks, there has been a substantial reduction in at least two of the major risks faced by the global...
SG Market Risk Outlook - In Balance
Risk assets continue to be on a roll this year, buoyed by US monetary policy doing an about face and extreme...
Vol Themes: Monetary Policy Turbulence Strikes Back
The volatility landscape is finally showing sign of true change. After a long period of highly depressed volatilities,...
Multi Asset Portfolio Report - Reduce bond exposure, look East for opportunities
In their just released Multi Asset Portfolio Outlook for 4Q 2019 titled “Reduce bond exposure, look East for...
SG Market Risk Outlook – An About Face
In this edition of the SG Market Risk outlook we once again to help you navigate our key calls across the different...