Seeking out the orthogonal view

Identifying global trends by actively thinking, questioning, and writing

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The ‘Dollar Smile’

Stephen L. Jen and Fatih Yilmaz, creators of the ‘Dollar Smile’ hypothesis

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CO Eurizon SLJ
EM Bond Strategic Income UCITS ETF

A ‘Quality-Enhanced’ approach to Emerging Markets income

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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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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

Another Avalanche Warning on the Asian Currencies

The Taiwan dollar (TWD) appreciated by 7.5 percent against the dollar over the first days of May, purportedly triggered...

  • Article
  • May 6, 2025
  • 4 Mins Read

Made in the USA 2035

The economic rivalry between the US and China is intense partly because it is as much a technology war as a trade war.

  • Article
  • April 28, 2025
  • 4 Mins Read

Tariffs, Tightening, and Turning Points

Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,

  • Article
  • April 25, 2025
  • 11 Mins Read

WSJ: Xi is ratcheting up China’s pain threshold for a long fight with Trump

In this follow-up note on the evolving US-China trade conflict, Stephen Jen provides a...

  • Article
  • April 24, 2025
  • 4 Mins Read