Research insights

AllNEWS and PRPages
01
Jul
2020
Video library
Learn more with our experts point of view, animated movies and discover how banking works through educational videos
Learn more with our experts point of view, animated movies and discover how banking works through educational videos
Video library
26
Jun
2020
The consequences of recovery scenarios across asset classes
In their latest SG Market Risk Outlook report, and with the pandemic dominating almost everything and introducing an...
In their latest SG Market Risk Outlook report, and with the pandemic dominating almost everything and introducing an overwhelming risk to the economy of a medical rather than economic nature, our economists and analysts’ detail three recovery scenarios: (1) the base-case economic outlook (conviction level of 55%), where the shape of the recovery resembles a...
The consequences of recovery scenarios across asset classes
18
Jun
2020
Distancing vs Socialising – Cross-Asset Implications
In their Emerging Market Outlook for the second half of 2020, our cross-asset research experts look at the risks EM...
In their Emerging Market Outlook for the second half of 2020, our cross-asset research experts look at the risks EM assets face and explore which assets to distance oneself from and which to socialise with.
Distancing vs Socialising – Cross-Asset Implications
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
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
12
Jun
2019
5 ideas to explore before investing in Environment, Social & Governance
« Today we see interest for ESG solutions from a large universe of clients, ranging from asset managers, to private or...
Sustainable & Positive Impact Finance
« Today we see interest for ESG solutions from a large universe of clients, ranging from asset managers, to private or retail banks, and to hedge funds », says Isabelle Millat, Head of Sustainable Investment Solutions for Global Markets.
5 ideas to explore before investing in Environment, Social & Governance