Eurizon SLJ Active ETF
EM Bond Strategic Income

A ‘Quality-Enhanced’ approach to Emerging Markets income

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The ‘Dollar Smile’

Stephen L. Jen and Fatih Yilmaz, creators of the ‘Dollar Smile’ hypothesis

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Seeking out the orthogonal view

Identifying global trends by actively thinking, questioning, and writing

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Our insights

Eurizon SLJ is renowned for its in-house macroeconomic analysis and quantitative modelling. Our research capabilities allow the firm to generate insights on important global economy and policy issues, which are crucial to supporting the investment process. View our latest insights here.

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Research led,
outcome focused investing

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.

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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.

“Writing and thinking constantly instead of trading is the best way to identify the right trends.”

Stephen Jen, CEO, Co-CIO and Co-founder of Eurizon SLJ Capital

“We believe it is crucial to have portfolio managers that are of a global mindset. It is very important for us in formulating our views.”

Fatih Yilmaz, Co-CIO and Co-founder of Eurizon SLJ Capital

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.

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Closeup rolled of variety banknote around the world. Exchange rate and Forex investment concept.-Image.

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

Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?

Episode 142: Key highlights include UK: Global Economic Indicators, Central Bank Actions and Policies, U.S. Election and Market Sentiment.

  • Article
  • November 8, 2024
  • 10 Mins Read

The Intersection of Fiscal Policies, Central Banks, and the US Election

Episode 142: Key highlights include UK: Global Economic Indicators, Central Bank Actions and Policies, U.S. Election and Market Sentiment.

  • Article
  • November 1, 2024
  • 10 Mins Read

Fiscal Policies and Election Economics: Insights from the UK, US, and Japan

Episode 141: Key highlights include UK: Budget Impact on Macro and Market, Japan: Election Impacts and Economic Stimulus,

  • Article
  • October 25, 2024
  • 10 Mins Read

UK Budget, Bank of England & Global Macro Volatility

Episode 140: Key highlights include UK Growth Outlook and Data Focus, China Stimulus: Uncertainty and Market Reactions, ECB Meeting and Europe’s Eco

  • Article
  • October 18, 2024
  • 9 Mins Read