Watch Grant Patterson and James Smith discussing the key points from the latest outlook. If you have any questions please contact Grant Patterson or Michael Ogg on (02) 9239 9333 or James Smith on (03) 8793 8383.
KEY POINTS Global growth has clearly slowed – expect a rebound second half Mixed messages regarding outlook from investment markets Current central bank policies supportive of risk assets in the short term Near the end of the US cycle, wary of longer-term outlook Struggling to find value Positioning for next downturn Click here to read […]
KEY POINTS Clear slowdown in global growth outside the US The change in central bank policy will increase volatility Record global debt a concern The Australian economy is vulnerable to the housing downturn and weaker Chinese growth Valuations are more attractive after the Q4 correction Increasing exposure to growth assets at the margin Click here […]
We reveal the basis of our investment decisions in our Quarterly Activity Report. Our research team, headed by Carlo Queddeng evaluates each opportunity solely on its merits regarding risk and return. Our advice is aligned only to our clients’ best interests, as it should be. Click to Read: Providence Activity Report – November 2018
KEY POINTS We are late in the cycle and expect volatility to increase Valuations remain stretched coupled with optimistic long-term US earnings expectations Global debt levels are elevated in an environment of increasing interest rates Inflation signals are increasing and underestimated by the market US/China economic tensions to start causing concerns The winds of change […]