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
Will this be a P.I.G. week for markets?
Long & Short of the Week Ahead: Will this be a P.I.G. week for markets?
US Recession: Are We Going There and, if so, What Does it Look Like?
I have seen analysis this week that suggest that the average equity price decline from either event-driven or cyclical recessions is in the order of m
Episode 54: The Long & Short of the Week Ahead
Episode 54: Will this be a P.I.G. week for markets?
What can we expect from Central Banks this week?
Long & Short of the Week Ahead: What can we expect from Central Banks this week?
