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.
Bonds – an emerging opportunity
Global lockdowns have powered ‘stay at home’ technology stocks but bond investors need to look much further afield for the chance of compelling re
Look, But Don’t Talk?
The ECB appears very reluctant to get drawn in to talking about the EUR...
US Dollar – Tactically cautious, structurally bullish
We can see the dollar continue to trade weak in the near term, but on a slightly longer-term horizon, we find this narrative unconvincing....
Annus Mirabilis?
As we enter the last month of a historic year, it is perhaps appropriate to look forward to 2021...
China defaults – positive signs and a warning to the world
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust....
Review, Reset, Revolution?
The single most important factor for national economies going forward is growth...
Glass Half Full?
There are many reasons to look beyond the near-term negative of virus resurgence...
The Final Countdown?
From our perspective, the prospects of a trade deal with the EU are...
CNY > USD > EUR
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust....
Contested Conclusions?
Through much of 2020, the macroeconomic backdrop, financial markets and, in some respects, life in general has been dominated by...
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