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Expert views

24
May
2024
What’s Been the Big Unseen Tailwind for US Markets?
Despite global economic tensions and geopolitical risks, financial markets have been booming. What’s really driving...
Expert views
Despite global economic tensions and geopolitical risks, financial markets have been booming. What’s really driving this? For a Quant’s perspective, we spoke to Solomon Tadesse, Societe Generale’s Head of North American Quant Equity Research.
What’s Been the Big Unseen Tailwind for US Markets?
25
Mar
2024
Which Equity Strategies Typically Perform Best Post Fed Monetary Easing?
History can tell us a lot about how markets perform in the wake of monetary easing. In anticipation of rate cuts in the...
Expert views
History can tell us a lot about how markets perform in the wake of monetary easing. In anticipation of rate cuts in the U.S., we talked with Solomon Tadesse, Head of North American Quant Equity Research at Societe Generale Americas, about how expected rate cuts from the Fed will impact US markets.
Which Equity Strategies Typically Perform Best Post Fed Monetary Easing?
11
Mar
2024
Latin America economies appear to have been an outlier
Over the last few years economies around the world were significantly impacted by the COVID pandemic, war and...
Societe Generale Group
Over the last few years economies around the world were significantly impacted by the COVID pandemic, war and geopolitics that crimped trade and tied up supply lines. While these disruptions impacted most markets negatively, Latin America economies appear to have been an outlier, benefitting from the resulting boost in commodities prices and their own...
Latin America economies appear to have been an outlier
20
Feb
2024
Discretionary Global Macro Is Again Top Strategy For Institutional Investors
Societe Generale’s Prime Services unit’s most recent poll of global investors, conducted in the final quarter of 2023,...
Expert views
Societe Generale’s Prime Services unit’s most recent poll of global investors, conducted in the final quarter of 2023, surveyed pensions, endowments, funds of funds and other institutional investors about their hedge fund allocation priorities over the next year. Nearly 370 investment firms globally contributed their investment preferences.
Discretionary Global Macro Is Again Top Strategy For Institutional Investors
12
Feb
2024
After a Couple Choppy Years, What’s in Store for U.S. ECM?
The last couple of years have been choppy ones for the equity capital markets, reflecting economic uncertainties, market...
Expert views
The last couple of years have been choppy ones for the equity capital markets, reflecting economic uncertainties, market volatility and geopolitical instability. As we head into an election year, things are sure to remain interesting for financial markets, so we asked SG America’s Head of Equity Capital Markets David Getzler what he sees unfolding over the...
After a Couple Choppy Years, What’s in Store for U.S. ECM?
19
Jan
2024
Viewpoint with Stephen Gallagher
Will the US economy achieve that much talked about soft landing in 2024? As we begin the new year, we asked Chief US...
Expert views
Will the US economy achieve that much talked about soft landing in 2024? As we begin the new year, we asked Chief US Economist and Head of Research Stephen Gallagher this and what else is on his radar - the good, the bad, and the ugly.
Viewpoint with Stephen Gallagher
29
Aug
2023
Innovating to Support Lower Carbon Emissions at U.S. Universities
Limiting the emissions on university campuses across the US will be key to reaching net zero goals by 2050.
Expert views
Limiting the emissions on university campuses across the US will be key to reaching net zero goals by 2050.
Innovating to Support Lower Carbon Emissions at U.S. Universities
03
Jul
2023
Opportunity Knocks as the U.S. Seeks to Catch Up to Europe in Broadband Adoption
The speed at which individuals can access the internet from their homes has grown rapidly since the days of dial-up,...
Expert views
The speed at which individuals can access the internet from their homes has grown rapidly since the days of dial-up, with fiberoptic cables now able to deliver data into homes at a rate of nearly 70% the speed of light. Despite these advances in technology and a multitude of providers, the U.S. still has a low degree of competition in high-speed broadband when...
Opportunity Knocks as the U.S. Seeks to Catch Up to Europe in Broadband Adoption
26
Jun
2023
Commodities and Greenflation hot topics at SG Quant Conference – SG’s Hoff and PIMCO’s Sharenow on center stage.
As part of Societe Generale’s annual Quant Conference held earlier this month, Benjamin Hoff, Societe Generale’s new...
Expert views
As part of Societe Generale’s annual Quant Conference held earlier this month, Benjamin Hoff, Societe Generale’s new Global Head of Commodities Research, took center stage with Greg Sharenow – a Managing Director at the giant US asset manager PIMCO - to discuss some of the important commodity related topics on the minds of institutional investors.
Commodities and Greenflation hot topics at SG Quant Conference – SG’s Hoff and PIMCO’s Sharenow on center stage.