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.
Episode 47: The Long & Short of the Week Ahead
Episode 47: Will next week be a game of 3 halves for Central Banks?
Episode 46: The Long & Short of the Week Ahead
Episode 46: How are Central Bank narratives impacting markets?
Do Faster Rate Hikes Mean Higher Terminal Rates or Lower Growth?
Over the past couple of days, however, there has been a more concerted change in the ECB narrative..
Inflation vs. Growth: The policy path of least regret?
Over the past months we have written at length about the relationship and the global sensitivities between inflation and growth...
Episode 45: The Long & Short of the Week Ahead
Episode 45: Growth - What are the implications of monetary policy response to inflation?
Inflation vs. Growth: Are we at an impasse?
The macro backdrop remains complex, with the Mexican Standoff between inflation and growth at the heart of the debate...
Episode 44: The Long & Short of the Week Ahead
Episode 44: Diverging forces with markets and macroeconomics
Risk Asset Outperformance: Less TINA, More TERESA?
Over recent weeks, markets have been very complex...
Episode 43: The Long & Short of the Week Ahead
Episode 43: Neil Staines, Senior Portfolio Manager, looks forward to Central Bank commentators, China data...
Are Investors Facing a Shortage of Risk-On Assets?
In his latest blog, Neil Staines asks: Are investors facing a shortage of risk-on assets?
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