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 […]

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

KEY POINTS 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 […]