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
China, Europe, US, and global geopolitics, all in focus
Episode 139: Key highlights include China: Impact of Stimulus and Regional Growth, Europe: Fiscal and Monetary Policy Interplay, Fed Watch: Focus on R
China’s Stimulus, European Data, and US Employment Data
Episode 138: Key highlights include the Fed's Recalibration and US Economic Outlook, Global Economic Events and Central Bank Reactions, Fed Watch: Foc
Fed’s Recalibration: Impacts on Markets and Global Economy
Episode 138: Key highlights include the Fed's Recalibration and US Economic Outlook, Global Economic Events and Central Bank Reactions, Fed Watch: Foc
ECB’s Cautious Path, UK CPI Focus, and US Fed’s Rate Cut Predictions
Episode 137: Key highlights include the European Central Bank's rate cut and future outlook, implications of the UK CPI data and Bank of England's pot
