Société Générale Private Wealth Management

Of two evils, choose the lesser. Central bankers have recently become convinced that a marked slowdown in the economy is necessary to reduce imbalances between supply and demand and to curb inflation. The scenario of vigorous growth anticipated at the beginning of the year has therefore been radically challenged and a recession seems inevitable.

Mid-june appears to be a complete reset of central bank posture with regard to an overheating inflation. This policy shift is sending shockwaves in financial markets and contributes to a strong rebalancing. Conversely, the Fed Put seems to have vanished, at least temporarily. What are the implications of this new tightening path for growth and markets? How to...

There is no Planet B and the time to act is now. We change our behaviour, buy organic, reduce waste, ban plastic, drive electric cars. Climate action investments not only have a positive multiplier impact on our planet, but they are also the investment themes to benefit from this new structural change in behaviour.