Our distinctive macro research led approach to fixed income and currency investing, combined with the robust infrastructure of our parent, Eurizon Capital SGR, enables us to take a long-term view of markets and client relationships.
Our Research
As an active research led investment manager, our specialist knowledge of emerging markets and FX enables us to offer long term, outcome focused, investment solutions.
Our unique and informative research on macro-economic and global policies provides a global range of institutional investors, asset managers and analysts with alternative perspectives on the world.
Rigorous research forms the backbone of the investments we make on behalf of our clients. Our team of experienced portfolio managers offer a unique approach, combining deep, first-hand emerging market insights with a global context of how the world views these markets.
Latest thinking
Inflation and Policy Rates: One Direction?
Last week, we further discussed our long-held disagreement with the market extrapolation of both US growth and European weakness (US exceptionalism)..
Global Economy & Bank Rates: What’s Next?
Episode 126: This week we discuss: 1) The Bank of England Milestone, 2) Global Economic Outlook, 3) Key Data Releases in the US.
A Higher, Narrower, More Treacherous Path?
Last week, we questioned the clear market consensus view of US exceptionalism - at least in terms of the recent market desire to extrapolate (signific
Central Banks and the Balance of Risks
Episode 125: This week we discuss: 1) Federal Reserve's Stance, 2) Global Central Banks and Policy Shifts, 3) European Central Bank's Rate Cutting Cyc
