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 & […]
Grant Patterson’s Latest Ausbiz Interview
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.
“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 […]