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Published Research Examples

Mind the Falling BRIC

By Stephen Jen | January 13, 2012

A good part of the out-sized growth in many EM economies in recent years has been propelled by a massive credit and liquidity cycle…

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Fiscal Stimulus Should Make the Dollar Smile

By Stephen Jen | March 23, 0021

We remain structurally and cyclically positive on the dollar and believe that the weakness experienced by the dollar since May 2020 will likely prove to be transitory.

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“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”

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Eurizon SLJ Capital

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