CIO Grant Patterson sits down with the team from Ausbiz to discuss our outlook for the last quarter of 2021.
There are so many distortions in the current economic landscape that it is near impossible to have any clarity as to the likely outcome. We sense that we are near the peak. Peak growth, peak earnings, peak (persistent) inflation, peak bond market performance, (after a 30- year bull market) peak liquidity, peak speculation (SPACs1, meme […]
In lieu of our client quarterly lunch we invited Jonathan Shapiro to be our guest speaker at a webinar to discuss his new book “Buy Now, Pay Later”, the fascinating behind the scenes story of Afterpay, the brash Aussie technology start up that changed the way a whole generation around the world does their shopping. […]
We are in the hands of the central banks. What could possibly go wrong? Financial assets are now such a large part of the global economy that, combined with the huge debt within corporate balance sheets, the collective is now too big to fail. In addition, government deficits are the highest since WW2 therefore, global […]
We did it! Providence is now certified carbon neutral by Climate Active! This is consistent with our commitment to clients to ensure a secure future for generations to come. On top of our business being certified against the Climate Active Carbon Neutral Standard, our offices are located in a 6 Star Green Star and 5 […]
Grant Patterson and Ausbiz discuss the stronger global growth prospects on the back of the vaccine rollout and inflation expectations – July 9, 2021. https://assets.ausbiz.live/assets/3281e904-0344-4fe4-b5ef-8e8bc322aff7/MP4/vimondio_video_1920x1080_10000.mp4
Recently we hosted a webinar for our clients where our guest speaker, Jonathan Pain, shared his views on the Global Investment and Geopolitical Outlook. The theme of Jonathan’s presentation is that it is different this time. We agree that it is an extremely difficult investment environment, and the road is unclear. It may well be […]
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. […]
“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 & […]
Watch Grant Patterson’s latest interview from Monday 25th January on Ausbiz, where he discusses the key market risks to watch out for in 2021.