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

GBP Crisis, or Communication Error?

No sooner had we pressed ‘publish’ on our thoughts for last week, than the landscape changed once more...

  • Article
  • September 30, 2022
  • 10 Mins Read

What can we expect from the 20th National Party Congress?

What can we expect from the 20th National Party Congress, as 2,000 senior members of the CCP meet next month...

  • Article
  • September 29, 2022
  • 4 Mins Read

Has The Fed Mark-to-Market Delivered?

In eventuality, the Fed ‘out hawked the hawks’, or marked the dots to market...

  • Article
  • September 23, 2022
  • 9 Mins Read

Energy, Inflation and The (Very) Big Short!

We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions - growth and inflation) and recent market r

  • Article
  • September 16, 2022
  • 9 Mins Read