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Eurizon SLJ Capital
  • About Us
    • About Us
    • Being Eurizon
  • Investments
    • Investments Overview
    • Local Emerging Markets Debt
      • Local Emerging Markets Debt Fund
      • Local Emerging Markets Debt Strategy
    • Bond Aggregate RMB
      • Bond Aggregate RMB Fund
      • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
    • Research
    • Advisory Services
  • Insights
  • Our Team
  • Media
  • Contact

Developed Markets

US Dollar – Tactically cautious, structurally bullish

By Stephen Jen | December 9, 2020

We can see the dollar continue to trade weak in the near term, but on a slightly longer-term horizon, we find this narrative unconvincing….

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Annus Mirabilis?

By Neil Staines | December 4, 2020

As we enter the last month of a historic year, it is perhaps appropriate to look forward to 2021…

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Review, Reset, Revolution?

By Neil Staines | November 26, 2020

The single most important factor for national economies going forward is growth…

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Glass Half Full?

By Neil Staines | November 20, 2020

There are many reasons to look beyond the near-term negative of virus resurgence…

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The Final Countdown?

By Neil Staines | November 12, 2020

From our perspective, the prospects of a trade deal with the EU are…

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Contested Conclusions?

By Neil Staines | November 6, 2020

Through much of 2020, the macroeconomic backdrop, financial markets and, in some respects, life in general has been dominated by…

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RearLagarde Action?

By Neil Staines | October 30, 2020

Amid a sharply deteriorating virus – and by extension economic – backdrop for Europe, ECB President Christine Lagarde…

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EUR: A Changing Tide?

By Neil Staines | October 22, 2020

At the start of Q3 as the global economy began to emerge from the self-induced coma of lockdown…

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The narrative propelling the euro remains unconvincing

By Stephen Jen | August 6, 2020

The narrative propelling the euro remains unconvincing. The hype on the European Recovery Fund…

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The unloved US equity rally

By Stephen Jen | June 4, 2020

A widely held view in the market is that equities are due for a sharp correction, given the amount of underlying risks, such as…

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