True Bearing May 2021

The latest issue of Providence’s Quarterly Publication “True Bearing” includes the Global Outlook and Strategy for Quarter 2, 2021. True Bearing 19: May 21 Global Outlook & Strategy #81 Activity Report Revisiting the Federal Budget Downsizing Incentive by James Smith Announcement – Justine Morton Joins Providence Philanthropic News    

Sometimes it’s better to travel than to arrive – Global Outlook & Strategy Q2 2021

Global growth is expected to rebound strongly as the vaccination rollout gathers pace. This is the widely held (consensus) view. Underpinning the narrative is the huge global fiscal stimulus led by the US, coupled with excess savings, compliments of government handouts across developed markets. Sometimes the journey can be more enjoyable than the ultimate destination. […]

Uncomfortable Investor – Global Outlook & Strategy Q1 2021

“If there is one common theme to the vast range of the world’s financial crises, it is that excessive debt accumulation, whether by the government, banks, corporations, or consumers, often poses greater systemic risks than it seems during a boom.” Carmen Reinhart, 2009 KEY POINTS • Challenging investment environment, valuations stretched • To protect & […]

True Bearing December 20

The latest issue of Providence’s Quarterly Publication “True Bearing” includes the Global Outlook and Strategy for Quarter 4, 2020. True Bearing December 20 Global Outlook & Strategy #79 “Twenty Years of Independence” Preparing for Intergenerational Wealth Transfer by James Smith BCA Research Webinar for Providence Announcement – Greg Paramor Joins Providence Providence Education Series Philanthropic News – […]

20 Years of Independence – Global Outlook & Strategy Q4 2020

As we navigate through our 20th year as stewards of our clients’ capital, in this Global Outlook & Strategy, we reflect on the lessons learnt. It has been a remarkable two decades navigating the 2000 Tech Bust, 9/11, GFC and now Covid-19. What does not change is the human behavior of fear and greed. Valuations […]

September 2020 – Market Update with the Providence Team

In this recorded webinar, James Smith from Providence hosts a discussion about the current market, featuring Grant Patterson, Michael Ogg, Carlo Queddeng and Harry Buckeridge from Providence. The team also answer questions posed by clients.

True Bearing August 2020

The latest issue of Providence’s Quarterly Publication “True Bearing” includes the Global Outlook and Strategy for Quarter 3. True Bearing Edition 17: August 2020 Contents Global Outlook & Strategy #78 (Quarter 3, 2020) Barron’s Top 100 Advisers Education Series Philanthropic News

“There is No Road Map” – Global Outlook & Strategy Q3 2020

“Everything is a little upside down…as a matter of fact the wheels have fallen off.” Bob Dylan After filing for Chapter 11 protection on the 22nd of May, the share price of Hertz fell to US$0.59 and the bonds, which rank higher than equity in the capital structure fell to US 10 cents in the […]

True Bearing June 2020

The latest issue of Providence’s Quarterly Publication “True Bearing” includes the Global Outlook and Strategy for Quarter 2,  and the Activity Report for January – May 2020. True Bearing Edition 16: June 2020 Contents Activity Report: January – May 2020 Global Outlook & Strategy #77 (Quarter 2, 2020) Webinars for the Providence Network Philanthropic News