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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
    • Insights
    • Podcasts
  • Our Team
  • Media
  • Contact

Developed Markets

Inflation vs. Growth: The policy path of least regret?

By Neil Staines | April 14, 2022

Over the past months we have written at length about the relationship and the global sensitivities between inflation and growth…

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Episode 45: The Long & Short of the Week Ahead

By Matt Jones | April 8, 2022

Episode 45: Growth – What are the implications of monetary policy response to inflation?

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Inflation vs. Growth: Are we at an impasse?

By Neil Staines | April 8, 2022

The macro backdrop remains complex, with the Mexican Standoff between inflation and growth at the heart of the debate…

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Episode 44: The Long & Short of the Week Ahead

By Matt Jones | April 1, 2022

Episode 44: Diverging forces with markets and macroeconomics

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Risk Asset Outperformance: Less TINA, More TERESA?

By Neil Staines | April 1, 2022

Over recent weeks, markets have been very complex…

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Episode 43: The Long & Short of the Week Ahead

By Matt Jones | March 25, 2022

Episode 43: Neil Staines, Senior Portfolio Manager, looks forward to Central Bank commentators, China data…

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Are Investors Facing a Shortage of Risk-On Assets?

By Neil Staines | March 25, 2022

In his latest blog, Neil Staines asks: Are investors facing a shortage of risk-on assets?

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Episode 42: The Long & Short of the Week Ahead

By Matt Jones | March 18, 2022

Episode 42: Focus returns to the UK this week as…

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How Narrow is the Path for USD Outperformance?

By Neil Staines | March 18, 2022

In his latest blog, Neil Staines asks: How Narrow is the Path for USD Outperformance?

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Episode 41: The Long & Short of the Week Ahead

By Matt Jones | March 11, 2022

Episode 41: Chinese economic data and all eyes on the Federal Reserve…

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Recent Posts

  • Has the Fed tightening cycle been fully priced by markets?
  • Episode 50: The Long & Short of the Week Ahead
  • What Does a Hard Landing Look Like and Has It Already Happened?
  • Will China’s high growth target result in aggressive policy easing?
  • USD – A structural ‘Dollar Smile’ trough?

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