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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....
The narrative propelling the euro remains unconvincing
The narrative propelling the euro remains unconvincing. The hype on the European Recovery Fund...
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...
Chinese equities
It is easy to be positive on China’s economy, its policies, and the near-term outlook of its equities...
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...
Global growth and equities
In our view, because the equity market is mostly forward looking, as long as this global health crisis is...
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...
Trade negotiations
The month of March heralds the beginning of the negotiations of the future...
Trade dispute: a multi-step resolution
Despite the escalation in tensions between the US and China this summer and the hawkish soundbites coming from...
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...
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