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Bonds

All Investment stategy Pages
12
Jun
2018
Videos Get to Know
Get to know Societe Generale Private Banking through a series of videos introducing the key people in charge of its main...
Investment strategy
Get to know Societe Generale Private Banking through a series of videos introducing the key people in charge of its main departments.
Videos Get to Know
12
Jun
2018
Execution
your investment platform in the dealing room
Capital Market
your investment platform in the dealing room
Execution
12
Jun
2018
Fixed income
A complete offering in terms of bond portfolio management
Bonds
A complete offering in terms of bond portfolio management
Fixed income
12
Jun
2018
Our Investment Strategy approach
Financial markets and the economy are intimately linked. The price of financial assets includes information on the...
Investment strategy
Financial markets and the economy are intimately linked. The price of financial assets includes information on the business cycle, the relative value of financial assets, and investors’ perception of economic indicators. Conversely, economic policy has an impact on growth, inflation, exchange rates… all key variables affecting the financial markets. The...
Our Investment Strategy approach
03
Jun
2013
LATIN AMERICA: ENJOY THE COUPON
Latin American (Latam) markets gather all the necessary features for credit exposure to be carried forward. Latin...
Investment strategy
Latin American (Latam) markets gather all the necessary features for credit exposure to be carried forward. Latin American economic activity fell short of expectations in Q1, ours and most of the market’s. Growth in non-Brazil Latam cooled faster than expected, with Brazil’s forecast pickup too weak to offset the slowdown elsewhere. Mexico disappointed as...
LATIN AMERICA: ENJOY THE COUPON
03
Jun
2013
BOJ: TIMELY SUPPORT FOR EM LOCAL MARKETS
As QE in Japan weakens the attractiveness of JGBs, Japanese investors are likely to turn increasingly to EM local...
Bonds
As QE in Japan weakens the attractiveness of JGBs, Japanese investors are likely to turn increasingly to EM local currency sovereign bonds for higher yields and diversification. The Bank of Japan’s massive monetary easing will likely fuel a JGB supply-demand imbalance, driving Japanese investors into higher yielding assets. EM local currency bonds may prove...
BOJ: TIMELY SUPPORT FOR EM LOCAL MARKETS
03
Jun
2013
INVESTMENT GRADE REMAINS TOO EXPENSIVE
The Investment Grade (IG) corporate debt market gets more expensive again, due to inevitable and resilient inflows from...
Bonds
The Investment Grade (IG) corporate debt market gets more expensive again, due to inevitable and resilient inflows from the institutional investor base. Back in November 2012 and after record performance over last 12 months (from Dec. 2011: +12.3% in the US and +14.54% in the EZ), we were calling for a cautious approach going forward on Investment Grade...
INVESTMENT GRADE REMAINS TOO EXPENSIVE
03
Jun
2013
AUSTRALIAN CREDIT IS A SHELTER
Having reached new highs on main developed markets this year, investors should now consider diversification at least to...
Bonds
Having reached new highs on main developed markets this year, investors should now consider diversification at least to protect realized performance. In this context, we draw attention to the Australian credit market. It is always smart to have a defensive play, even if one’s general sentiment is bullish. Australia remains a member of an increasingly elitist...
AUSTRALIAN CREDIT IS A SHELTER
03
Jun
2013
THE REVIVAL OF THE BANK LOAN MARKET
As markets start wondering about the timing of QE tapering and simultaneously banks need to deleverage, we believe...
Bonds
As markets start wondering about the timing of QE tapering and simultaneously banks need to deleverage, we believe qualified investors should take a closer look at bank loans. It is fair to say that Central Bankers have been driving markets up so far this year with extended and massive QE policies.One of the consequences of QE is the artificially low rate...
THE REVIVAL OF THE BANK LOAN MARKET