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
81 : The Long & Short of the Week Ahead
Episode 81: Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions
Joining the ‘Dots’: Credit Tightening and the Monetary Cadence
Last week we discussed the evolution of the monetary impulse in developed markets this year.
80 : The Long & Short of the Week Ahead
Episode 80: What can we expect from UK and US policymakers next week?
Banking Stress Brings Inflation and Growth Risks Back into Balance
We are now increasingly of the view that the ECB, Fed, BoE, BoC, RBA and SNB have reached the end of their respective policy hiking cycles...
