Staying curious and inquisitive is at the forefront of our research philosophy
We seek out the answers to questions that have not yet been fully investigated. By probing the status quo to examine all inputs of information, we formulate ideas and give in-depth macroeconomic analysis. This is augmented by rigorous quantitative tools on key economic and policy issues affecting the world.
Diverse specialists collaborate for unique perspectives
We are an open-minded and international thought centre, exchanging views in an informal and relaxed setting. We specialise in emerging markets, and more specifically, the fixed income and currency aspects across a variety of markets.
Our Investments, Advisory & Research team has built up a strong communication ethic. Focusing on the ‘cross sectional’ aspects of the global economy and adopting a non traditional analysis and pure ‘trading’ mindset ensures ideas are picked apart, contributed to, and questioned.
The resulting research, thought leadership and commentary is direct from our main risk takers. Through their weekly notes, our portfolio managers share their top-down views on major global economic and policy issues and zoom in on different topics as they become relevant to markets.
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Published Research Examples
Chinese RMB: No Step Deval, but Depreciation Nevertheless
Governor Zhou’s interview with Caixin (a financial magazine in China) on February 13, 2016, was an important communications effort by Governor Zhou, who had been silent for a few months.
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EM’s Bad Case of QE Hangover
While the dollar is not necessarily under-valued, it is under-owned.
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The EMU Needs a Weaker EUR
In contrast to the US, which is about 80% financed by the capital markets and 20% financed by banks, the Euroland’s economy is about 20% financed by the capital markets and 80% financed by banks.
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Reaffirming Our Constructive Outlook for the Dollar
We believe that the dollar weakness seen in the last two months will likely prove to be temporary, and expect the dollar to appreciate this year, against a broad range of currencies.
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PM Abe’s First Arrow Hits the Bulls-Eye
Like July 26, 2012, when Mr Draghi gave the famous Bumblebee speech, April 4, 2013, will be recorded in economic history books as another watershed in extraordinary central bank actions.
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Mind the Falling BRIC
A good part of the out-sized growth in many EM economies in recent years has been propelled by a massive credit and liquidity cycle…
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Fiscal Stimulus Should Make the Dollar Smile
We remain structurally and cyclically positive on the dollar and believe that the weakness experienced by the dollar since May 2020 will likely prove to be transitory.
Read More“We don’t follow a research agenda, we believe an ‘always on’ writing and thinking culture is the right way to identify the big ideas that need to be explored”
Stephen Jen
CEO & Co-CIO
Eurizon SLJ Capital
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