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
Least Favourite Bond?
While market tensions are rising with the sell-off in bonds we maintain an optimistic growth outlook…
Favourable Progress?
We continue to see the growth and yield differentials in favour of the US driving a lower EURUSD exchange rate…
Three Little Birds?
The fiscal policy lever remains pressed firmly to the floor globally...
NIRP – Not Imminent, Recovery in Progress?
The Bank of England's Monetary Policy Report is something of a watershed...
