The ‘Dollar Smile’
Stephen L. Jen and Fatih Yilmaz, creators of the ‘Dollar Smile’ hypothesisLearn More
Seeking out the orthogonal view
Identifying global trends by actively thinking, questioning, and writingLearn More
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.Learn More
UK Fund Launch:
The new frontier of
global bond investing
It’s time to rethink China, here’s whyLEARN MORE
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.Learn More
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.
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.
US Debt Ceiling and Financial Markets: Risk off or Just a Familiar Dance?
In our last piece, we discussed the most recent developments in the inputs and official commentary on central bank monetary policy...
88: The Long & Short of the Week Ahead
Episode 88: Caution and Complexity: Central Banks, Inflation, Debt Limit Dilemma
Global Macro and the Debt Ceiling: Figure It Out?
In our last piece, we discussed the recent central bank actions and rhetoric from the ECB, BoE and Federal Reserve...
87: The Long & Short of the Week Ahead
Episode 87: Global PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & Policy