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
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...
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.
Tariffs, Tightening, and Turning Points
Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,
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...
