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
The Left Side of the Dollar Smile Still Curved for Now
Stephen Jen and Joana Freire examine whether the left side of the Dollar Smile remains intact, why US Treasuries still dominate global safe-haven mark
Stephen Jen on the Iran War, Oil Prices and the Dollar
Stephen Jen on the Iran War, Oil Prices and the Dollar
US Breaking Point May be USD200 a Barrel
US Breaking Point May be USD200 a Barrel: In a recent Eurizon SLJ Capital research note, Stephen Jen and Fatih Yilmaz examine...
Stephen Jen on Economic Security, Manufacturing and the Dollar
Stephen Jen on Economic Security, Manufacturing and the Dollar