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
Exceptionalism?
April has begun with something of an adjustment in financial markets...
Unprecedented Fiscal Expansion?
The term ‘unprecedented’ has been used so much over the past 12 months that you could argue it has become somewhat paradoxical...
The Hare and The Tortoise?
The dominant theme for currency and asset markets over coming months is differentiation...
Resolutely Dovish?
The reaction function of the Fed, so far at least, appears to be not to react...
