Content (87)

  • Spectrum 2022 Outlook

    White papers

    Spectrum 2022 Outlook

    2022-01-19T10:07:00Z

    We expect a slower pace of growth in 2022 due to monetary tightening and reduced fiscal policy support.

  • EMD in 2022 - New catalysts offset gloom and doom

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    EMD in 2022: New catalysts offset gloom and doom

    2022-01-10T12:29:00Z

    The global outlook remains mired with worries about inflationary pressures, central bank rate hikes, and liquidity withdrawals.

  • Global Insights Outlook 2022 - Past The Peak

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    Global Insights Outlook 2022: Past The Peak

    2021-12-16T17:06:00Z

    Heading into 2022, investors face an entirely new set of challenges than they did at this time last year. Global growth has likely plateaued, central banks are starting to remove stimulative support, and for the first time in nearly three decades, portfolios are facing inflationary pressures brought on by supply shortages.

  • Risk and opportunity in Asia credit - Chinese property, regulatory shifts, inflation

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    Risk and opportunity in Asia credit: Chinese property, regulatory shifts, inflation

    2021-11-24T12:06:00Z

    We believe at the point of Evergrande default, the contagion are, less financial and more real economy in nature. This is because the overall exposure of the financial system to Evergrande from a top-down perspective is much more manageable albeit there are risks around selected financial institutions with higher exposures to Evergrande.

  • Europe is poised to surprise

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    Europe is poised to surprise

    2021-11-19T13:09:00Z

    Over the past year, European equity markets have more than held their own relative to global equity markets. To the surprise of many, Europe has only marginally trailed the U.S. market while outperforming the broader MSCI World ex-U.S. Index. We believe Europe is poised for further positive surprise looking ahead.

  • High Quality Issuers and Attractive Yields - The Case for Preferred and Capital Securities

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    High Quality Issuers and Attractive Yields: The Case for Preferred and Capital Securities

    2021-10-26T12:02:00Z

    The pandemic has significantly impacted global society. Many have lost their lives, while others are suffering with long-term health problems. 

  • Normalizing policy and market risks

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    Normalizing policy and market risks

    2021-10-22T08:30:00Z

    The United States Federal Reserve (Fed) is faced with continued challenges as it seeks to manage both the cyclical and structural economic fallout from the pandemic and move beyond its ultra-accommodative policies.

  • Emerging Markets - Poised for a Timely Recovery

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    Emerging Markets: Poised for a Timely Recovery

    2021-10-01T16:33:00Z

    The poor performance of emerging market (EM) equities relative to the U.S. equity market over the last decade is a salutary reminder that stock markets and economies are very different beasts. Find out why Origin Asset Management believes EMs are poised for recovery.

  • Trading the Vaccine Curve

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    Trading the Vaccine Curve

    2021-08-24T15:08:00Z

    Today, as many economies approach the final stages of their COVID-19 vaccination programs, unlocking activity hard hit by lockdowns, their experience provides an important guide for investors as to how other countries, further behind with their vaccination programs, may perform in coming quarters.

  • Munis in a new light

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    Munis in a new light

    2021-06-21T16:09:00Z

    Things are not always what they seem. This is proving true in the municipal bond market, where a perception shift is underway that carries profound implications – and opportunities – for investors. 

  • Emerging Market Debt - Strong, Mature and Core

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    Emerging Market Debt: Strong, Mature and Core

    2021-05-26T19:47:00Z

     Investors who have long considered emerging market (EM) debt to be ancillary to their core portfolio may want to give the asset class another look. 

  • Global Asset Allocation Viewpoints 2Q 2021 - Investing through the pandemic

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    Global Asset Allocation Viewpoints 2Q 2021: Investing through the pandemic

    2021-05-06T10:30:00Z

    The first quarter launched 2021 on a positive note. Risk markets ignored short-term economic setbacks and outperformed in anticipation of additional fiscal stimulus and widespread vaccine distribution.