Category: Uncategorized

Seismic Shifts – Global Outlook & Strategy Q4 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 […]

Jonathan Shapiro Webinar

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. […]

Too big and too indebted to fail – Global Outlook & Strategy Q3 2021

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 […]

Providence is now certified carbon neutral by Climate Active!

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’s July 9 Ausbiz Interview

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

Global Investment & Geopolitical Outlook June 21

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 […]

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 & […]