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
Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas
Episode 154: Germany’s ‘Whatever It Takes’ Moment: Bold Fiscal Moves and Global Market Ripples, China’s Growth Reboot: Stimulus Measures, Infl
Tariffs, Trade, and Payrolls: What to Watch in Global Markets
Episode 153: Global Macro & Trade Tariffs: Market Volatility Ahead, ECB Meeting: Policy Outlook and Inflation Risks,
German elections and Central Bank speeches: Anticipating economic shifts
Episode 152: German Elections: Political Uncertainty and Economic Signals, Central Bank Speeches: Policy Signals in Focus,
A ‘MAGA SWF’: Don’t Dismiss This Idea
A ‘MAGA SWF’: Don’t Dismiss This Idea: We do not believe President Trump’s idea of a SWF (sovereign wealth fund) should be dismissed.
