AMP Capitals Investment Committee Meeting

Providence was recently invited to attend AMP Capitals weekly asset allocation meeting chaired by Shane Oliver. A team of over 15 individuals across various asset classes and economic research attended. It was a great opportunity for us to witness how these meetings are run and gain insights into their current thinking. Without compromising their intellectual […]

Looking Abroad When Investing in Equities

“China’s current market size is nine times larger than Australia and will rise from 1 per cent of weight in global indices to 9 per cent. Tevfik (Credit Suisse) estimates that our share of regional indices will halve from 18 per cent to 9 per cent. In other words, global investors will suck $140 billion, […]

Pain Report Positive on Global Economic Outlook

If you want some good news have a read of this.  Jonathan Pain, author of The Pain Report and member of The Providence Investment Committee is very positive on the global economic outlook.  He believes we are seeing signs of traction between monetary policy and the real economy in both Europe and America. He sees […]

China’s Bull Sharemarket

 By Grant Patterson, Managing Director – Providence Independent Investment Advisory. A fascinating presentation about China  at the Morningstar conference on 21st May 2015, by Gavekal’s Louis-Vincent Gave. Read the related SMH article here. As anticipated very bullish, structurally.  The points I found interesting;  Despite the potential for growth to slow to 5% the equity market […]