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2023 brought its share of surprises, with monetary policy pivoting, an election year, geopolitical risks, and disinflation. 2024 promises to bring its share of uncertainties, but also attractive opportunities. The trends are positive, and we need to know how to exploit them

Three funds in the Moorea Fund range have been awarded the highest possible MorningstarTM 5-star rating.

Lee Spelman, Head of US Equities at J.P. Morgan Asset Management, was our special guest at this event, she was interviewed by David Seban-Jeantet, CIO of Société Générale Private Wealth Management, about the outlook of US Equity market.

[FRENCH VERSION ONLY] Hydrogen is revolutionizing the global energy landscape as a clean, sustainable energy source. Yoann Charenton, Equity Analyst specializing in the energy sector at Société Générale Corporate and Investment Banking (SGCIB), presents the challenges and opportunities of the hydrogen sector, and the future outlook for this theme.

David SEBAN-JEANTET, Chief Investment Officer of Societe Generale Private Wealth Management, will be present to discuss the insights on how we intend to navigate the current uncertainties and what are our convictions and key investment’s themes for 2023.

As we enter into 2023, this keynote aims to provide an insight on the year to come and its economic and macro-economic challenges and opportunities.

After a period of unbridled rate hikes, the credibility of the US Federal Reserve in its desire to fight inflation has now been reinforced. However, the success of the reduction of the Central Bank's balance sheet is not a foregone conclusion, as previous attempts have not been successful. Turmoil is to be expected, as has already been observed over the past...

We take a look at the current turmoil in the financial markets, particularly in relation to the monetary tightening phase in all developed economies. First, we look at the British financial news. And the trade deficit that is weighing on the pound. We then look at the unbridled rise in the Fed's key interest rates, which has contributed to the rise in the...

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...

Macro-economic outlook for 2024: an overview of the challenges facing the global economy and the markets.

Caution is called when it comes to economic growth forecasts at the beginning of the year, given the high level of uncertainty surrounding monetary policy, the energy crisis and geopolitical tensions. But at the heart of these uncertainties lies opportunity…

After a period of unbridled rate hikes, the credibility of the US Federal Reserve in its desire to fight inflation has now been reinforced. However, the success of the reduction of the Central Bank's balance sheet is not a foregone conclusion, as previous attempts have not been successful. Turmoil is to be expected, as has already been observed over the past...

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.

In a year shaped by an almost mechanical recovery from the Covid period, clouds are gathering on the economic and financial outlook. While the overall economic scenario remains positive, the burgeoning recovery has been rapidly revised downwards in both developed and emerging countries. The war in Ukraine, with its attendant suffering, is focusing all our...

The financial markets had a chaotic start to the year with a sharp correction in US technology stocks which then spread to other equity markets. The correction was triggered by the Fed's rising interest rate expectations, against a backdrop of high inflation figures and robust economic growth. David Seban-Jeantet, Chief Investment Officer de Societe...

Most major economies confirmed their recovery during the summer. Driven by an improved global outlook, strong liquidity supply from central banks and the accumulation of excess savings, equity markets are showing exuberant health. Nevertheless, there is a certain heterogeneity in this recovery, reflecting the various public health strategies implemented to...

The Blue sweep failed to materialize. Over the past six months, markets became accustomed to the idea of the Democrats win. This was without counting on the unsuspected resources of candidate D. Trump in his ability to mobilize his electorate.

As environmental and societal challenges grow, our clients are looking for purpose with more meaningful investments. To meet their need, in line with the Group's commitments, Societe Generale Private Wealth Management is launching a new fund dedicated to climate change: "Moorea Fund - Sustainable Climate Action".

David Seban-Jeantet, Chief Investment Officer at Societe Generale Private Wealth Management and Bertrand Durnez, Head of Fixed Income Management, discuss the recent rise in interest rates and their impact on Moorea bond funds.

Bertrand Durnez, Head of Fixed Income Management and Quentin Schmitt, Fixed Income portfolio manager at Société Générale Private Wealth Management review the impact of the year 2020 on two Moorea Funds: High Yield Opportunity 2025 & Floating Rate Income.

Societe Generale Private Wealth Management (SGPWM) has seen its commitment toward a more responsible economy rewarded with the LuxFLAG ESG labelling for the funds « Moorea Fund – Gestion Patrimoniale » and « Moorea Fund – Floating Rate Income ».

Societe Generale Private Wealth Management (SGPWM) has seen its commitment toward a more responsible economy rewarded with the LuxFLAG ESG labelling for the funds “Moorea Fund – Euro Fixed Income » and « Moorea Fund – European Equity Quality Income ».

The management companies Société Générale Private Wealth Management in Luxembourg and SG29 Haussmann in France are stepping up their promotion of a just economic transition among their portfolio companies.

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.

With each new economic cycle, the financial markets find themselves on a tipping point. First, a new investment approach is embraced by pioneering investors. In a second phase, this approach reaches a sufficient level of acceptance to ensure a sustainable future. At the beginning of a new economic cycle, positive impact investments, and more specifically...

In 1874, in his famous novel The Mysterious Island, Jules Verne prophesied the advent of hydrogen in response to the exhaustion of coal: "I believe that water will one day be used as a fuel, that hydrogen and oxygen, which constitute it, used alone or simultaneously, will provide an inexhaustible source of heat and light of an intensity that coal cannot have."...

We are proud to announce that SGPWM has become a signatory to the UN-supported Principles for Responsible Investment (PRI). By adding our name to a list of 3000 esteemed organisations around the world who have publicly demonstrated their commitment to responsible investment, we formally reinforce and strengthen our position in sustainable investment.

Responsible investment, at the heart of a high-performance and sustainable investment strategy