Activity Report November 2018

We reveal the basis of our investment decisions in our Quarterly Activity Report. Our research team, headed by Carlo Queddeng evaluates each opportunity solely on its merits regarding risk and return. Our advice is aligned only to our clients’ best interests, as it should be. Click to Read: Providence Activity Report – November 2018

Global Outlook and Strategy 4th Quarter 2018 “Bad Moon Rising”

KEY POINTS We are late in the cycle and expect volatility to increase Valuations remain stretched coupled with optimistic long-term US earnings expectations Global debt levels are elevated in an environment of increasing interest rates Inflation signals are increasing and underestimated by the market US/China economic tensions to start causing concerns The winds of change […]