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Our Market Views

Make reflation great again

The latest investment strategy report by SG CIB Cross Asset Research

For institutional investors only

SG CIB Cross Asset Research team has published its new Multi Asset Portfolio - Make reflation great again, a quarterly investment strategy report with seven Key Calls:

Key Call 1
: Too much pessimism on the US economy
Key Call 2: Bullish on the commodity complex
Key Call 3: Favourable backdrop for emerging markets
Key Call 4: UK: prepare for Brexit pain
Key Call 5: Eurozone finally standing up – time to get real
Key Call 6: Acceleration of the M&A cycle
Key Call 7: Portfolio protection in a low-volatility environment

Watch the briefing video in which Alain Bokobza, Head of Global Asset Allocation within SG CIB Cross Asset Research introduces the latest report!

Access all reports on www.sgmarkets.com

 

 

This interview contains financial analysis which reflects the opinion of the Cross-Asset Research department of Societe Generale at the date of its publication. It does not necessarily reflect the views of the other departments of Societe Generale nor the official opinion of Societe Generale. This interview is dedicated to institutional and professional investors and is not deemed to be seen and used by retail investors for investment purpose. The viewers shall consult their own financial advisers to make their own appraisal.