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.

Brighton beach lensball art photography

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

  • Article
  • December 14, 2020
  • 6 Mins Read

Look, But Don’t Talk?

The ECB appears very reluctant to get drawn in to talking about the EUR...

  • Article
  • December 10, 2020
  • 6 Mins Read

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....

  • Article
  • December 9, 2020
  • 4 Mins Read

Annus Mirabilis?

As we enter the last month of a historic year, it is perhaps appropriate to look forward to 2021...

  • Article
  • December 4, 2020
  • 7 Mins Read

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....

  • Article
  • December 4, 2020
  • 5 Mins Read

Review, Reset, Revolution?

The single most important factor for national economies going forward is growth...

  • Article
  • November 26, 2020
  • 7 Mins Read

Glass Half Full?

There are many reasons to look beyond the near-term negative of virus resurgence...

  • Article
  • November 20, 2020
  • 6 Mins Read

The Final Countdown?

From our perspective, the prospects of a trade deal with the EU are...

  • Article
  • November 12, 2020
  • 6 Mins Read

CNY > USD > EUR

We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust....

  • Article
  • November 11, 2020
  • 5 Mins Read

Contested Conclusions?

Through much of 2020, the macroeconomic backdrop, financial markets and, in some respects, life in general has been dominated by...

  • Article
  • November 6, 2020
  • 6 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.

Aerial view of forest during  colourful autumn season.

Subscribe to our insights

If you are interested in our content, please sign up below and we will deliver Eurizon SLJ insights right to your inbox.



    I consent to my data being collected and stored for the purposes of providing me information regarding my enquiry and related services. If you have any questions about your data please contact us at research@eurizonslj.com

    Envelopes on a wood background