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
Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
Episode 166: Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses. UK: Inflation Surprises & a Sliding Economy,Global: From Japan’s Politics
From Tariffs to Tests: A Packed Week for Markets and the UK
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Un
Monetary Easing, Market Complacency, and the July 9 Trade Reckoning
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Un
Rates, Risks & the Sintra Setup: A Global Macro Realignment
Episode 164: US Data and Macro Focus, The Sintra Summit and Global Central Bank Watch, Geopolitics, Fiscal Policy, and Trade Dynamics
