CO Eurizon SLJ
EM Bond Strategic Income UCITS ETF

A ‘Quality-Enhanced’ approach to Emerging Markets income

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The ‘Dollar Smile’

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

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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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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

Global Macro at a Crossroads: From US Inflation to Japan’s Big Decision

Episode 147: US, UK, and European Data in Focus. Japan’s Critical Monetary Policy Moment. China’s Recovery and US Political Shifts.

  • Article
  • January 17, 2025
  • 1 Min Read

China: RMB Bonds and Equities: 2025 Outlook

2024 indeed turned out to be a ‘glass-is-half-full’ year, thanks to the fiscal interventions by Beijing. We maintain a cautiously optimistic expe

  • Article
  • January 13, 2025
  • 24 Mins Read

Balancing Act: Fiscal Policies, Global Growth, and Market Reactions

Episode 146: UK Macro Backdrop: Navigating Fiscal and Monetary Challenges, Global Economy: Europe and China's Key Dynamics, U.S. Economic Outlook: Gro

  • Article
  • January 10, 2025
  • 10 Mins Read

Markets Brace for the Fed: Volatility and the Path to 2025

Episode 145: Central Banks Respond to Shifting Economic Conditions, UK's Economic Challenges in the Spotlight,All Eyes on the Fed and US Economic Sign

  • Article
  • December 13, 2024
  • 11 Mins Read