New Look Managed Fund Reports

Our website has been updated to provide clients with even more insight into the Managed Funds that you may be invested in, or interested in.

Click on the Managed Funds page to view products by asset class. For each fund, you can watch videos, read about the investment philosophy, download reports and more.

As always, if you’d like to discuss any of your investments, please give us a call.


Providence in the Financial Revew: Time for Investors to Sell Long-Dated Bonds

Read Providence’s views in the recent article in the Financial Review (by Sally Patten, 5th February 2018); Time for investors to sell long-dated bonds.

“Our view for some time has been that global bonds are extremely expensive. We believe that the bull market is now over. We would want to be very cautious about owning government bonds, which are supposedly risk-free. On a mark-to-market basis, there could be some substantial falls,” Mr Patterson said.


Global Outlook and Strategy Quarter 1 2018: A Year of Change


  • Inflation expectations are likely to rise over the course of 2018
  • Global growth to remain strong
  • Higher bond yields and inflation will undermine elevated valuations
  • Final stages of the bull market in risk assets
  • 2018 will be a year of change
  • Potential US recession 2019
  • Diversification, quality, relative value and overweight cash the focus

Click here to read the Global Outlook and Strategy 1st Quarter 2018: A Year of Change.

Or, to hear Grant Patterson’s discussion with Michael Ogg about the “Year of Change” watch this video here.