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.

Latest featured reports

European Green Deal: Get Ready to Lift-Off
EM Outlook 2H20: Distancing vs socialising – cross-asset implications

Publications antérieures

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
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...
In their just released Multi Asset Portfolio Outlook 2020 titled “Value driven choices should bring rewards”, Societe Generale Global Asset Allocation Strategists present a portfolio built for navigating 2020.
Multi Asset Portfolio – Outlook 2020 - Value driven choices should bring rewards
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...
All is well…or not? European equity markets started the year 2019 pricing in too much pessimism. In our view. 2020 could be different, and the markets might start the year pricing in too much optimism.
The Big Picture “All Is Well …” – European Equity Strategy Outlook
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...
Over the past few weeks, there has been a substantial reduction in at least two of the major risks faced by the global economy: a no-deal Brexit and escalation of the US-China trade dispute.
Global Economic Outlook - US-led slowdown
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...
Risk assets continue to be on a roll this year, buoyed by US monetary policy doing an about face and extreme accommodation of central bank policy globally. Importantly, earlier this year we pointed out that pessimism might be overdone, with the stock of negative-yielding assets falling 23.9% since August from roughly $17tn, the highest ever level. Equity...
SG Market Risk Outlook - In Balance
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,...
The volatility landscape is finally showing sign of true change. After a long period of highly depressed volatilities, most asset classes, with the notable exception of FX, have seen a clear pickup, with rates, equity and commodity vols off their lows. The Fed’s U-turn and the more dovish tone of central banks may well be one of the reasons for the general...
Vol Themes: Monetary Policy Turbulence Strikes Back
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...
In their just released Multi Asset Portfolio Outlook for 4Q 2019 titled “Reduce bond exposure, look East for opportunities”, Societe Generale Global Asset Allocation Strategists adapt their portfolio to the summer’s strong gains in fixed income markets while maintaining their cautious stance, favouring assets providing yield with low volatility and portfolio...
Multi Asset Portfolio Report - Reduce bond exposure, look East for opportunities
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...
In this edition of the SG Market Risk outlook we once again to help you navigate our key calls across the different asset classes. We provide both conviction levels (how probable we see our base-case scenario playing out) and quantified upside and downside scenarios across the principal asset classes, including equities, rates, credit, FX, emerging markets and...
SG Market Risk Outlook – An About Face
European Equity Special - Time to Monitor US Exposure
This is a good time to monitor European companies' US exposure. This is firstly, because the Fed is about to enter a...
This is a good time to monitor European companies' US exposure. This is firstly, because the Fed is about to enter a loosening cycle, potentially putting pressure on the USD, and secondly, because recent developments indicate that US-Europe trade tensions could escalate by year-end. In its latest Equity Strategy – Europe Equity Compass report, in collaboration...
European Equity Special - Time to Monitor US Exposure
Global Economic Outlook
Societe Generale Cross Asset Research, the bank’s independent financial research department, published its latest...
Societe Generale Cross Asset Research, the bank’s independent financial research department, published its latest quarterly Global Economic Outlook “Trade War Raising Recession Risks”.
Global Economic Outlook
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