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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UK Fund Launch:
The new frontier of
global bond investing

It’s time to rethink China, here’s why

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UK Fund Launch:
Moving to the core
of income portfolios

Emerging markets are developing

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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

Nevermind May, August MPR Forecasts Paint a Bleak Picture: Exaggeration or Disaster?

In the near term, UK growth is a lot further away from its respective nirvana, perhaps it really is less dangerous “with the lights out”, for a wh

  • Article
  • August 5, 2022
  • 9 Mins Read

Episode 58: The Long & Short of the Week Ahead

Episode 58: Will the US see light at the end of the inflation tunnel?

  • Article
  • August 5, 2022
  • 6 Mins Read

Renminbi Review: The Property Sector and Our Currency Outlook

Renminbi Review: The Property Sector and Our Currency Outlook

  • Article
  • August 5, 2022
  • 2 Mins Read

Which 4 themes will influence markets in August?

Which 4 themes will influence markets in August? From global inflation to the US Dollar...

  • Article
  • August 3, 2022
  • 3 Mins Read