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.

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Why global investors will start upping exposure to EMD assets

Local currency EM debt may well already be a core asset - so let's treat it as one....

  • Article
  • September 14, 2020
  • 6 Mins Read

The narrative propelling the euro remains unconvincing

The narrative propelling the euro remains unconvincing. The hype on the European Recovery Fund...

  • Article
  • August 6, 2020
  • 4 Mins Read

Equity rally drove the risk sentiment for the bond market, endorsed by the PBOC

The Chinese A share rallied more than 10% in July, and the negative correlation between the A share and the onshore bond market was especially...

  • Article
  • August 5, 2020
  • 4 Mins Read

Chinese equities

It is easy to be positive on China’s economy, its policies, and the near-term outlook of its equities...

  • Article
  • July 13, 2020
  • 3 Mins Read

The unloved US equity rally

A widely held view in the market is that equities are due for a sharp correction, given the amount of underlying risks, such as...

  • Article
  • June 4, 2020
  • 3 Mins Read

Global growth and equities

In our view, because the equity market is mostly forward looking, as long as this global health crisis is...

  • Article
  • May 6, 2020
  • 3 Mins Read

US asset prices should be skewed to the upside

The current health crisis is undoubtedly the most significant social and economic shock the world has...

  • Article
  • April 6, 2020
  • 4 Mins Read

Trade negotiations

The month of March heralds the beginning of the negotiations of the future...

  • Article
  • March 5, 2020
  • 4 Mins Read

Trade dispute: a multi-step resolution

Despite the escalation in tensions between the US and China this summer and the hawkish soundbites coming from...

  • Article
  • September 30, 2019
  • 3 Mins Read

A Proposal to turn Northern Ireland into a Special Economic Zone

This is a proposal to help overcome the Irish border impasse that has become a surprisingly daunting...

  • Article
  • August 28, 2019
  • 4 Mins Read

Our research

Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.

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