The ‘Dollar Smile’

Stephen L. Jen and Fatih Yilmaz, creators of the ‘Dollar Smile’ hypothesis

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Emerging Markets Roadmap 2023

Are we entering a new, more stable and reliable era?

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Seeking out the orthogonal view

Identifying global trends by actively thinking, questioning, and writing

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Our insights

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.

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Research led,
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.

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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.

“Writing and thinking constantly instead of trading is the best way to identify the right trends.”

Stephen Jen, CEO, Co-CIO and Co-founder of Eurizon SLJ Capital

“We believe it is crucial to have portfolio managers that are of a global mindset. It is very important for us in formulating our views.”

Fatih Yilmaz, Co-CIO and Co-founder of Eurizon SLJ Capital

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.

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Closeup rolled of variety banknote around the world. Exchange rate and Forex investment concept.-Image.

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

109: The Long & Short of the Week Ahead

Episode 109: Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead

  • Article
  • November 24, 2023
  • 7 Mins Read

2024: Time for Some New Kids on the FX Block?

Last week, we discussed the recent market reaction to the recent CPI miss in the US (from the October data) and our suggestion that this was an exampl

  • Article
  • November 24, 2023
  • 7 Mins Read

108: The Long & Short of the Week Ahead

Episode 108: Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets

  • Article
  • November 17, 2023
  • 7 Mins Read

Still Plenty to Play for in 2023?

Last week, we discussed what we saw as a continuation of the recent theme of completion of the global monetary tightening cycle...

  • Article
  • November 17, 2023
  • 7 Mins Read