True Bearing February 2019

The latest issue of Providence’s Quarterly Publication “True Bearing” includes the Global Outlook and Strategy for Quarter 1. True Bearing Edition 11: February 2019 Contents Global Outlook & Strategy #72 (Quarter 1, 2019) Navigator by James Smith “Timing the Market Paradox” The Family Charter Providence Philanthropic Foundation

Global Outlook and Strategy 1st Quarter 2019 “Recalibration”

KEY POINTS Clear slowdown in global growth outside the US The change in central bank policy will increase volatility Record global debt a concern The Australian economy is vulnerable to the housing downturn and weaker Chinese growth Valuations are more attractive after the Q4 correction Increasing exposure to growth assets at the margin Click here […]