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
Why global investors will start upping exposure to EMD assets
Local currency EM debt may well already be a core asset - so let's treat it as one....
The narrative propelling the euro remains unconvincing
The narrative propelling the euro remains unconvincing. The hype on the European Recovery Fund...
Equity rally drove the risk sentiment for the bond market, endorsed by the PBOC
The Chinese A share rallied more than 10% in July, and the negative correlation between the A share and the onshore bond market was especially...
Chinese equities
It is easy to be positive on China’s economy, its policies, and the near-term outlook of its equities...
