Recherche financière

Notre recherche financière est réalisée par Société Générale Cross-Asset Research, l’équipe de recherche indépendante de la banque. En plus de sa base établie au Royaume-Uni et en Europe de l’Ouest, elle bénéficie d’une couverture mondiale grâce à sa présence aux États-Unis, en Asie et dans les réseaux locaux de Société Générale en Europe de l’Est.

Composée de plus de 200 analystes, stratèges, économistes et quants, l’équipe produit des études fondamentales, des avis d’experts, des stratégies à long terme, des idées d’investissement et des idées commerciales et plus encore. Ils couvrent l’économie, les stratégies multi-actifs (taux, devises, crédit, marchés émergents, actions et matières premières), la recherche sur les actions et le crédit, les investissements socialement responsables ainsi que la recherche quantitative.

Vous trouverez ci-dessous une sélection de rapports présentés par Société Générale Cross-Asset Research. La gamme complète de notre offre de recherche est disponible pour les clients existants sur leurs tableaux de bord SG Markets Research & Insight.

Derniers rapports phares

Multi Asset Portfolio 3Q20 - Rough seas but favourable winds
Global Economic Outlook - Emerging from Hibernation

Publications antérieures

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
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...
Recherche
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
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
Émerger de l'Hibernation
Découvrez ce que nos économistes ont à dire au sujet de la sortie du confinement dans leur dernier rapport trimestriel...
Découvrez ce que nos économistes ont à dire au sujet de la sortie du confinement dans leur dernier rapport trimestriel sur les perspectives de l'économie mondiale.
Émerger de l'Hibernation
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
L'économie mondiale en auto-isolement
Au cours des deux dernières semaines, les perspectives de croissance économique se sont détériorées de manière...
Au cours des deux dernières semaines, les perspectives de croissance économique se sont détériorées de manière spectaculaire, les blocages, qu'ils soient imposés par l'État ou volontaires, se répandant comme une traînée de poudre dans le monde entier.
L'économie mondiale en auto-isolement
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
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
Vers l'intégration ESG - L'ESG devient partie intégrante de la recherche Société Générale
Nous sommes convaincus que la durabilité est devenue l'une des composantes essentielles de la valeur intrinsèque et de...
Nous sommes convaincus que la durabilité est devenue l'une des composantes essentielles de la valeur intrinsèque et de la performance d'une entreprise. Avec l'intégration systématique des critères ESG dans nos rapports de recherche actions, nous avons pour objectif de fournir un cadre pratique pour aider les investisseurs à prendre des décisions éclairées en...
Vers l'intégration ESG - L'ESG devient partie intégrante de la recherche Société Générale
Emerging Markets Outlook 2020 – Endgame
Entering the endgame: the global economy and financial markets are in a late-cycle stage. In 2020, they will enter the...
Entering the endgame: the global economy and financial markets are in a late-cycle stage. In 2020, they will enter the decisive endgame. Our global emerging market strategists share their 2020 insights on investment opportunities in FX, sovereign spreads, and local currency bonds in Asia, CEEMA, Latam, and Africa.
Emerging Markets Outlook 2020 – Endgame
M&A Time to Scale Up
Societe Generale Equity Strategists have just published an update of this special report on M&A, in which they take a...
Societe Generale Equity Strategists have just published an update of this special report on M&A, in which they take a close look at recent trends in the global M&A cycle and discuss why the environment is still favourable for acquisitions.
M&A Time to Scale Up
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...
Societe Generale Cross Asset Research, the bank’s independent financial research department, published its 2020 Asia Equity Strategy Outlook “The cyclical upturn extends into 2020”.
Asia Investment Navigator - The cyclical upturn extends into 2020
[+] Afficher plus

Découvrez nos solutions