Our distinctive macro research led approach to fixed income and currency investing, combined with the robust infrastructure of our parent, Eurizon Capital SGR, enables us to take a long-term view of markets and client relationships.
Our Research
As an active research led investment manager, our specialist knowledge of emerging markets and FX enables us to offer long term, outcome focused, investment solutions.
Our unique and informative research on macro-economic and global policies provides a global range of institutional investors, asset managers and analysts with alternative perspectives on the world.
Rigorous research forms the backbone of the investments we make on behalf of our clients. Our team of experienced portfolio managers offer a unique approach, combining deep, first-hand emerging market insights with a global context of how the world views these markets.
Latest thinking
Convergence Not Divergence: A Growing Asymmetry?
Last week, we discussed the concept of confidence, confidence that inflation is returning to target in the context of the restrictiveness of current m
Episode 124: Policymakers at a complex juncture
Episode 124: The global markets saw a volatile end to the previous week, hinting at sustained volatility in the week ahead.
Episode 123: Markets question underlying growth
Episode 122: UK economic week in focus: employment, CPI, retail data guide rate decisions. Markets react, Fed influence noted. Global outlook adjusts.
Inflation and Growth: The Straw that Broke the Camel’s Back
With the path of monetary policy dependent on confidence - confidence that inflation is returning to target - we continue to argue that this is by def
