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
Global Macro at a Crossroads: From US Inflation to Japan’s Big Decision
Episode 147: US, UK, and European Data in Focus. Japan’s Critical Monetary Policy Moment. China’s Recovery and US Political Shifts.
China: RMB Bonds and Equities: 2025 Outlook
2024 indeed turned out to be a ‘glass-is-half-full’ year, thanks to the fiscal interventions by Beijing. We maintain a cautiously optimistic expe
Balancing Act: Fiscal Policies, Global Growth, and Market Reactions
Episode 146: UK Macro Backdrop: Navigating Fiscal and Monetary Challenges, Global Economy: Europe and China's Key Dynamics, U.S. Economic Outlook: Gro
Markets Brace for the Fed: Volatility and the Path to 2025
Episode 145: Central Banks Respond to Shifting Economic Conditions, UK's Economic Challenges in the Spotlight,All Eyes on the Fed and US Economic Sign
