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
A subtle but important shift?
Last week (and indeed last year) we raised our concerns about the remarkable consensus in financial market forecasts. However, much like the start to
Plus Ca Change?
The events over the past three weeks have strengthened the consensus arguments. ...
Bonds – an emerging opportunity
Global lockdowns have powered ‘stay at home’ technology stocks but bond investors need to look much further afield for the chance of compelling re
