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
Episode 50: The Long & Short of the Week Ahead
Episode 50: Has the Fed tightening cycle been fully priced by markets?
What Does a Hard Landing Look Like and Has It Already Happened?
The important question now is whether or not markets have priced too much uncertainty, too much forward-looking negativity into equities and risk asse
Will China’s high growth target result in aggressive policy easing?
Renminbi Review: Will China's high growth target result in aggressive policy easing?
USD – A structural ‘Dollar Smile’ trough?
Macro-monthly: USD - A structural 'Dollar Smile' trough?
