At Providence’s recent 2016 Christmas Party with clients, Grant Patterson, Manager Director commented on the year that has been for the Providence Team.
Key Points: We maintain an overweight to cash which is now more strategic rather than tactical Long-term asset class returns are expected to trend lower than in the past There is a high degree of uncertainty regarding central bank policy Most asset classes are fully valued There is value to be found in private markets […]
To view the presentation about the Partners Group Global Value Fund please click here click here.
Jonathan Shapiro, 7th September, 2016 “Providence urges ASIC to probe Aurora Absolute Return Fund’s ‘bizarre’ owner”, Australian Financial Review.
As part of our ongoing commitment to being a trusted partner for our clients, Providence reviews a number of products each month, searching for investment opportunities that fit our clients’ individual requirements. Being an independent company, each opportunity is assessed solely on its merits regarding risk and return. True to Providence’s promise of transparency and independent analysis, […]
Key Points • We expect modest global economic growth for the remainder of 2016 • Global central bank policy remains the focus • Economic growth in Australia is expected to fade • Bond yields are depressed driving investors into higher risk assets • Boutique property sectors with demographic support look attractive • Valuations in risk […]
Grant Patterson, Managing Director at Providence provides comments in today’s article in the Australian Financial Review. “At a Time of Much Investor Uncertainty Cash Proves to be the Post- Brexit King” – Australian Financial Review 29th June 2016, pp26 in Smart Investor
Wednesday 22nd June, 2016 – Navigating the Road Ahead: Real Estate Outlook Providence hosted its Melbourne Quarterly lunch for clients and colleagues at the Westin Hotel on Wednesday 22nd June. Presenting at the luncheon was Greg Paramor, Managing Director of Folkestone Limited who has over 40 years’ experience in the industry. With Greg’s 40 years […]
One Ventures CEO Forum, June 2016. Grant Patterson, Managing Director at Providence presents at the Forum on the topic of Succession Planning. To view the slides from Grant’s presentation, click here.
By Grant Patterson, Managing Director In December 2013, ASIC filed a report highlighting their concern about the advice provided by 10 licensees in relation to retail structured products. Despite their concern at the time, we note since the release of that report, there have been multiple enforceable undertakings made in relation to the appropriateness of […]