The ‘Dollar Smile’

Stephen L. Jen and Fatih Yilmaz, creators of the ‘Dollar Smile’ hypothesis

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Emerging Markets Roadmap 2023

Are we entering a new, more stable and reliable era?

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Seeking out the orthogonal view

Identifying global trends by actively thinking, questioning, and writing

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Our insights

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.

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Research led,
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.

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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.

“Writing and thinking constantly instead of trading is the best way to identify the right trends.”

Stephen Jen, CEO, Co-CIO and Co-founder of Eurizon SLJ Capital

“We believe it is crucial to have portfolio managers that are of a global mindset. It is very important for us in formulating our views.”

Fatih Yilmaz, Co-CIO and Co-founder of Eurizon SLJ Capital

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.

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Closeup rolled of variety banknote around the world. Exchange rate and Forex investment concept.-Image.

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

101: The Long & Short of the Week Ahead

Episode 101:

  • Article
  • September 22, 2023
  • 7 Mins Read

End of an Era for DM Central Banks?

Two weeks ago, we discussed the upcoming Bank of England Meeting where we offered our view that the decision on rates at the September meeting would b

  • Article
  • September 22, 2023
  • 8 Mins Read

100: The Long & Short of the Week Ahead

Episode 100: Policy (not data) dependent

  • Article
  • September 15, 2023
  • 7 Mins Read

ECB and BoE: The Shape of the Yield Curve

Last week, we discussed the UK economic data trajectory in the context of the fast-approaching September Bank of England policy meeting.

  • Article
  • September 15, 2023
  • 8 Mins Read