TousActualités et CPPages
11
Aug
2020
Vidéothèque
Découvrez le point de vue de nos experts, des films d’animation et le fonctionnement des services bancaires grâce à des...
Découvrez le point de vue de nos experts, des films d’animation et le fonctionnement des services bancaires grâce à des vidéos éducatives
Vidéothèque
16
Jul
2020
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
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
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
31
Mar
2020
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
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