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Eurizon SLJ Capital
  • Being Eurizon
  • Investments
    • Investments Overview
    • Local Emerging Markets Debt Strategy
    • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
    • Research
    • Advisory Services
    • The Dollar Smile
      • The problem is debt, not the debt ceiling
      • Rapid Erosion of USD Dominance as a Reserve Currency
  • Insights
    • Insights
    • Podcasts
  • Our Team
  • Media

Posts by Alan Wilson

A big week for data across emerging markets

By Alan Wilson | August 30, 2024

Episode 134: This week it’s (still) all about Emerging markets…

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An Emerging Markets takeover week

By Alan Wilson | August 23, 2024

Episode 134: This week it’s all about Emerging markets…

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A New Dawn for Emerging Markets

By Alan Wilson | April 19, 2023

In our view, it is a watershed moment for emerging market local currency debt. The asset class has performed exceptionally well despite the challenging external environment…

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Emerging Markets Roadmap 2023

By Alan Wilson | January 15, 2023

In our view, it is a watershed moment for the asset class.

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CE3 Central Banks – Rushing for the Door

By Alan Wilson | November 5, 2021

Over recent weeks, we have noted a hawkish shift at most emerging market central banks in response to…

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Emerging Markets – Removals & Resignations

By Alan Wilson | October 22, 2021

It really is quite tricky for market participants in our asset class at the moment; not only are we faced with…

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Emerging Markets – It’s Complicated

By Alan Wilson | October 1, 2021

This week has been undoubtably complicated for risk assets in general, which has fed into the emerging markets…

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It’s complex – from Bitcoin to zloty

By Alan Wilson | September 10, 2021
Bitcoin

Alan Wilson reviews the week that saw Bitcoin become legal tender in El Salvador and protests in Brazil…

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No rest for ‘EM

By Alan Wilson | August 13, 2021

What a week, with our asset class buffeted by political headlines and a string of central bank announcements…

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Kenya vs Olympics Country Profile

By Alan Wilson | August 3, 2021

We are cautiously optimistic when it comes to Kenya. From a bottom up standpoint…

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