Provision Newsletter
The credit cycle – where are we now?
Jeff Brunton, explains the credit cycle and why corporate bonds are expected to continue to deliver competitive income for investors.
This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message.
If you’d like to discuss anything in this video please contact us.
Read MoreJeff Brunton, explains the credit cycle and why corporate bonds are expected to continue to deliver competitive income for investors.
This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message.
If you’d like to discuss anything in this video please contact us.
Market Watch – July edition
Market Watch – July edition,
Download Market Watch – July edition and read the full report.
In this edition:
The shift in investor focus should be on what is most important; the improvement in the US economy. [1 min*]
Arguably the latest batch of positive economic data is reflected in corporate earnings season. [1 min*]
While the US Federal Reserve communications are under
Read MoreMarket Watch – July edition,
Download Market Watch – July edition and read the full report.
In this edition:
-
The shift in investor focus should be on what is most important; the improvement in the US economy. [1 min*]
-
Arguably the latest batch of positive economic data is reflected in corporate earnings season. [1 min*]
-
While the US Federal Reserve communications are under close observation for hints surrounding fiscal policy guidance the Fed will remain supportive of growth. [30 sec*]
Market Watch is designed to provide you with a clearer understanding of complex investment issues.
If you would like to discuss any of the issues in this edition, please contact us.
* denotes read time
Market Watch – June edition
Market Watch – June edition,
Download Market Watch – June edition and read the full report.
In this edition:
While growth in emerging markets has slowed, it remains higher than developed countries. [1 min*]
The tapering of quantitative easing in the US may be an uncomfortable adjustment but ultimately should be seen as positive. [1 min*]
Positive steps have been taken to reinvigorate
Read MoreMarket Watch – June edition,
Download Market Watch – June edition and read the full report.
In this edition:
-
While growth in emerging markets has slowed, it remains higher than developed countries. [1 min*]
-
The tapering of quantitative easing in the US may be an uncomfortable adjustment but ultimately should be seen as positive. [1 min*]
-
Positive steps have been taken to reinvigorate Japan’s economy and end the 22 year long “lost decade”. [30 sec*]
If you would like to discuss any of the issues in this edition, please contact us.
Crunch time for the Australian economy
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Read MoreClick on the play button to start the video
Got more questions or need more detailed answers to suit your personal circumstances? Please contcact us.
Market Watch – May edition
Market Watch – May edition,
Download Market Watch – May edition and read the full report.
In this edition we cover:
Australia has gone over 21 years without a recession. What is the risk that hard economic times are ahead? [1min read time] Could less central bank stimulus hurt yield orientated investments, such as Australian listed property? [1min Read MoreMarket Watch – May edition,
Download Market Watch – May edition and read the full report.
In this edition we cover:
- Australia has gone over 21 years without a recession. What is the risk that hard economic times are ahead? [1min read time]
- Could less central bank stimulus hurt yield orientated investments, such as Australian listed property? [1min read time]
- The tapering of quantitative easing could be a boost for shares in the long run. [30sec read time]
- One signal of a strengthening United States economy is the improving housing sector. [30sec read time]
If you would like to discuss any of the issues in this edition, please contact us.
New worries for investors – how serious?
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Got more questions or need more detailed answers to suit your personal circumstances? Please contcact us.
Read MoreClick on the play button to start the video
Got more questions or need more detailed answers to suit your personal circumstances? Please contcact us.