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
The Puzzle: Short-Term Volatility But Clarity Around the Medium-Term Path?
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC...
The Bank of England & US Data
Episode 131: In this week's Podcast, 1) Volatility in financial markets, 2) Bank of England's upcoming meeting, 3) Key US economic data releases
Rates, Inflation, and Market Volatility
Episode 130: It's a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.
US Growth and Inflation Paths Make Confidence a Preference
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC...
