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
Developed Market Central Banks: Diverging Confidence?
Last week, we discussed the most recent data and commentary driving the DM monetary policy considerations and by extension the dominant macroeconomic
Episode 122: UK economic week in focus
Episode 122: UK economic week in focus: employment, CPI, retail data guide rate decisions. Markets react, Fed influence noted. Global outlook adjusts.
Central Banks Remain Central Focus
In our last piece, before the Easter holiday period, we discussed the recent monetary evolution of a range of DM central banks and the critical nature
121: The Long & Short of the Week Ahead
Episode 118: Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week...
