Global markets

Institutional investors can now benefit from long-term capital appreciation, particularly during periods of market stress.

Index funds, fee pressure, regulatory restrictions, time-poor fund managers…and now the rise of artificial intelligence (AI). Investment research has been under pressure pretty much since the first one-page results note was published decades ago. Critics question both the value of the research itself and the sustainability of the business model behind it. Yet...

Hatem Mustapha and Francisco Oliveira are co-heading Societe Generale Global Markets business. Together, they answered Christopher Whittall’s questions in an article published in International Financial Review (IFR) on 4 July 2025.

Societe Generale continues its stellar performance in the structured products industry, after dominating several categories at the Structured Retail Products (SRP) Europe Awards 2025.

Following months of breakneck gains in equities on the back of expected deeper monetary easing and the AI-fueled momentum in economic growth, markets are suddenly stalling with bearish overhang as a result of concerns about tariffs, renewed inflation and its negative outlook for the rate path.