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
Asia to Americas: The Data Driving Central Bank Decisions This Week
Episode 144: Key highlights include: Asia: Diverging Central Bank Policies and Key Economic Indicators, Europe: Rate Cuts and Neutral Policy Shifts,
A huge week for the US, the Fed and Global Markets
Episode 143: Key highlights include: Global macro Landscape, Australia and New Zealand, United States
Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?
Episode 142: Key highlights include UK: Global Economic Indicators, Central Bank Actions and Policies, U.S. Election and Market Sentiment.
The Intersection of Fiscal Policies, Central Banks, and the US Election
Episode 142: Key highlights include UK: Global Economic Indicators, Central Bank Actions and Policies, U.S. Election and Market Sentiment.
