Activity Report – November 2017

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, we share the basis of our decisions with our clients in this Activity Report.

Global Outlook & Strategy 4th Quarter 2017: Inflection Point

Key Points:

  • Inflation at an inflection point
  • Synchronised Global Growth in place
  • Extended valuations in most asset classes
  • Australian economy vulnerable to consumer shock
  • Distinct risk period ahead
  • Diversification, Quality, Relative Value and Overweight Cash Position the focus

Click here to read the Global Outlook and Strategy 4th Quarter 2017: Inflection Point. 

Alternatively watch Grant Patterson’s Global Outlook and Strategy summary in this short video.

Why Indices Lead Investors Astray

We thoroughly enjoyed reading Andrew Clifford’s thought piece on “Why Indices Lead Investors Astray”. Here we share the article from the Platinum Trust Quarterly Report, for our clients to read about the true value of investing and the ‘distractions’ of indices.

Why Indices Lead Investors Astray