Research led insights
Eurizon SLJ is renowned for its in-house macroeconomic analysis and quantitative modelling. Our research capabilities allow the firm to generate insights on important global economic and policy issues, which are crucial to supporting the investment process. View our latest insights below.
And Then There Were None?
The complexities of the current global macro backdrop are starting to seem more than transient...
Episode 24: The Long & Short of the Week Ahead
Episode 24: China Q3 GDP and retail sales data, the UK and GBP, and global PMIs - join Neil Staines, Senior Portfolio Manager...
Divergent Complexities?
Often when we refer to things as complex, it is because we do not fully understand them…
Episode 23: The Long & Short of the Week Ahead
Episode 23: The Bank of England, UK employment report, US CPI, Fed Minutes, and the ECB - join Neil Staines, Senior Portfolio Manager...
Hard Yards and Difficult Choices?
Step forward, the Bank of England…
Emerging Markets – It’s Complicated
This week has been undoubtably complicated for risk assets in general, which has fed into the emerging markets...
Episode 22: The Long & Short of the Week Ahead
Episode 22: Central Bank divergence, politics, geopolitics and US payroll data - join Neil Staines, Senior Portfolio Manager...
Sintra-Spective?
Market sentiment continues to be driven by the global central bank narrative…
Episode 21: The Long & Short of the Week Ahead
Episode 21: The German elections, China's September PMI data and focus on the US - join Neil Staines, Senior Portfolio Manager...
The (Old) Lady and the Hawk?
With very little top tier data on the calendar this week there was a distinct shift in the focus of markets…
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