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
Summertime?
The Old adage ‘Sell in May and go away’ may well have some historic seasonal backing, but the signal to noise ratio...
Wedding Bells / Alarm Bells?
Regular readers of our Emerging Markets (EM) weekly blog will notice a two-week absence. After one proposal, two lockdowns and...
A New Journey?
This week has been an interesting one. It began with a near concerted lack of confidence in global growth...
Episode 14: The Long & Short of the Week Ahead
Episode 14: Amidst market fears of slowing growth, Neil Staines looks ahead to the FOMC meeting and GDP prints for the US and Europe....
