The ‘Dollar Smile’
Stephen L. Jen and Fatih Yilmaz, creators of the ‘Dollar Smile’ hypothesisLearn More
Seeking out the orthogonal view
Identifying global trends by actively thinking, questioning, and writingLearn More
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.Learn More
UK Fund Launch:
The new frontier of
global bond investing
It’s time to rethink China, here’s whyLEARN MORE
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.Learn More
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.
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.
80 : The Long & Short of the Week Ahead
Episode 80: What can we expect from UK and US policymakers next week?
Banking Stress Brings Inflation and Growth Risks Back into Balance
We are now increasingly of the view that the ECB, Fed, BoE, BoC, RBA and SNB have reached the end of their respective policy hiking cycles...
79 : The Long & Short of the Week Ahead
Episode 79: Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide
A Closer Demand and Supply Balance – What Are The Odds?
Last week, we discussed the dominant ongoing theme: inflation, growth and monetary policy...