Staying curious and inquisitive is at the forefront of our research philosophy
We seek out the answers to questions that have not yet been fully investigated. By probing the status quo to examine all inputs of information, we formulate ideas and give in-depth macroeconomic analysis. This is augmented by rigorous quantitative tools on key economic and policy issues affecting the world.
Diverse specialists collaborate for unique perspectives
We are an open-minded and international thought centre, exchanging views in an informal and relaxed setting. We specialise in emerging markets, and more specifically, the fixed income and currency aspects across a variety of markets.
Our Investments, Advisory & Research team has built up a strong communication ethic. Focusing on the ‘cross sectional’ aspects of the global economy and adopting a non traditional analysis and pure ‘trading’ mindset ensures ideas are picked apart, contributed to, and questioned.
The resulting research, thought leadership and commentary is direct from our main risk takers. Through their weekly notes, our portfolio managers share their top-down views on major global economic and policy issues and zoom in on different topics as they become relevant to markets.
Find out more about our research service by clicking on the brochure below:
Apply today for a FREE trial of our research service, and start receiving our insights. A trial of our research will enable you to:
- Establish a robust intellectual partnership and leverage our forward-thinking approach to gain unique, accessible insights into complex market issues, enhancing your investment strategies.
- Access a team of leading FX experts, economists, and strategists to deepen your understanding of the macroeconomic landscape, empowering you to identify potential risks and opportunities.
- Stay ahead of the competition with our expert analysis and insights, increasing the potential for improved investment decision-making and enhanced risk management.
Sign-up for a FREE Trial*
*For professional investors only, subject to terms & conditions. By submitting your details, you consent to your data being collected and stored for the purposes of Eurizon SLJ Capital Limited providing information regarding your enquiry and related services. If you have any questions about your data please contact us at research@eurizonslj.com
Published Research Examples
Section 899: Don’t Take It Too Seriously
We believe analysts may be taking Section 899 too seriously. (1) The proposed Section 899 will most likely not be enacted: it is meant…
Read More
Why is Resurrecting Manufacturing Important for the US?
Besides bolstering national security, (1) manufacturing has a multiplier factor of around three, i.e., the overall impact of manufacturing…
Read More
China: Cut-throat Price War in EVs
When Chinese companies focus on a challenge, they run as fast as possible and turn the dial-up to11….
Read More
Trump plans to impose 50% tariff on EU imports from next month
Trump plans to impose 50% tariff on EU imports from next month: Stephen Jen warns that the trade war is widening…
Read More
My thoughts on currencies, May 2025
My Thoughts on Currencies: Policy-wise in the US, 2025 has so far been a year of the ‘twin deficits’…
Read More
Washington deserved a downgrade
Washington deserved a downgrade: Following Moody’s decision to strip the US of its final AAA sovereign rating…
Read More
The Ferguson Law and the US’ Fight for a Small Government
The Trump Administration has been fighting to alter the trajectories of the US’ twin deficits…
Read More
Another Avalanche Warning on the Asian Currencies
The Taiwan dollar (TWD) appreciated by 7.5 percent against the dollar over the first days of May, purportedly triggered…
Read More
Made in the USA 2035
The economic rivalry between the US and China is intense partly because it is as much a technology war as a trade war.
Read More
WSJ: Xi is ratcheting up China’s pain threshold for a long fight with Trump
In this follow-up note on the evolving US-China trade conflict, Stephen Jen provides a…
Read More“We don’t follow a research agenda, we believe an ‘always on’ writing and thinking culture is the right way to identify the big ideas that need to be explored”
Stephen Jen
CEO & Co-CIO
Eurizon SLJ Capital
Free research trial?
If you are interested in a free research trial, please get in contact below
I consent to my data being collected and stored for the purposes of providing me information regarding my enquiry and related services. If you have any questions about your data please contact us at research@eurizonslj.com
