Seeking out
the orthogonal view

Identifying global trends by actively thinking, questioning, and writing

Staying curious and inquisitive is at the forefront of our research philosophy

We seek out the answers to questions that have not yet been fully investigated. By probing the status quo to examine all inputs of information, we formulate ideas and give in-depth macroeconomic analysis. This is augmented by rigorous quantitative tools on key economic and policy issues affecting the world.

Diverse specialists collaborate for unique perspectives

We are an open-minded and international thought centre, exchanging views in an informal and relaxed setting. We specialise in emerging markets, and more specifically, the fixed income and currency aspects across a variety of markets.

Our Investments, Advisory & Research team has built up a strong communication ethic. Focusing on the ‘cross sectional’ aspects of the global economy and adopting a non traditional analysis and pure ‘trading’ mindset ensures ideas are picked apart, contributed to, and questioned.

The resulting research, thought leadership and commentary is direct from our main risk takers. Through their weekly notes, our portfolio managers share their top-down views on major global economic and policy issues and zoom in on different topics as they become relevant to markets.

Diverse research topics adding value to your business

My thoughts on currencies – Our CEO and Co-CIO Stephen Jen’s take on the global economy, covering a wide range of issues and regions as they become relevant to markets.

Briefing notes - We combine rigorous quantitative and analytical methods to study topics in greater detail, targeting themes that we believe will be central to market movements.

Ad-hoc publications - Short commentaries based on news reports and trip notes.

“We don’t follow a research agenda, we believe an ‘always on’ writing and thinking culture is the right way to identify the big ideas that need to be explored”

Stephen Jen


Eurizon SLJ Capital

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