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
73 : The Long & Short of the Week Ahead
Episode 73: A tale of three central banks
Central Bank Preview: Right Notes, Wrong Order?
Last week we discussed the Bank of Japan and its monetary policy evolution against a complicated global macroeconomic backdrop.
72 : The Long & Short of the Week Ahead
Episode 72: Is the Fed's hiking cycle coming to an end? An important period of reflection, with implications for global risk sentiment
Central Banks: Words vs. Actions
Last week we discussed our growing conviction that the Fed (and by extension a number of other DM Central Banks)
