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
My thoughts on currencies, November 2025
Stephen Jen analyses why US growth remains strong even as job creation collapses, and what this means for inflation, the Fed, and global currency dyna
Fiscal Strains, Hawkish Signals, and the Return of US Data
Episode 181: Fiscal Strains, Hawkish Signals, and the Return of US Data: The UK: Fiscal Tension and a Slowing Economy; Europe, the RBA, and Global PMI
Holding, Waiting, Watching: The UK, China, and U.S. in Focus
Episode 180: Holding, Waiting, Watching: The UK, China, and U.S. in Focus. The UK: Bank of England’s Dilemma and Fiscal Tightening Ahead; Global Out
The Bank of England’s Balancing Act & the Fed’s Dilemma
Episode 179: The Bank of England’s Balancing Act & the Fed's Dilemma. Global Monetary Policy – Central Banks Hold Steady at Neutral; The Bank of