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Eurizon SLJ Capital
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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

Emerging Markets

Bonds – an emerging opportunity

By Alan Wilson | December 14, 2020

Global lockdowns have powered ‘stay at home’ technology stocks but bond investors need to look much further afield for the chance of compelling returns…

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Why global investors will start upping exposure to EMD assets

By Yasmine Ravai | September 14, 2020

Local currency EM debt may well already be a core asset – so let’s treat it as one….

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Some Thoughts on Mexico and the MXN

By Stephen Jen | January 26, 2017

The MXN is the most undervalued currency in our valuation framework…

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The Prospective Return of Industrial Policies

By Stephen Jen | December 7, 2016

The process of globalisation will need to take a break, in light of the stresses it has imposed on…

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A Decoupled Global Economy and the Dollar

By Stephen Jen | October 16, 2014

The global economy is remarkably decoupled, with the US and China out-performing…

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Emerging market growth engine shifting from beta to alpha: the case of Brazil

By Stephen Jen | June 10, 2014

In the past decade, the emerging market economies have essentially been…

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Recent Posts

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  • NIRP – Not Imminent, Recovery in Progress?
  • Black Tie White Noise?

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