economic growth

Not all credit leads to the creation of value by the borrower. While lending is often seen as an engine of economic activity, the purpose behind a loan matters more...

The RBA has marked down potential growth on slower productivity growth, while trimming the neutral policy rate and lowering the NAIRU.

An odds-on minority government could mean growth risks but opportunities still abound.

A common misperception Fisher Investments Australia sees: that GDP growth correlates with stock market performance

Japan’s long-running structural headwinds have contributed to the country’s infamous “lost decades” of sluggish economic growth

India’s economic growth is likely to be superior, relative to most major economies over the next 20 years.

Weekly Update | 19th January, 2024

Weekly Update | 8th December, 2023

Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?

There's a real risk that China is heading down the same path as Japan did in its "lost decade". This expert says there's one way to stop it.

How to access fully franked dividends whilst diversifying your portfolio with global equity investments

In this month’s Insight, we tackle the great stagflation debate (economic stagnation + high inflation). There is no question that inflation has proved less transitory...

There are tailwinds supporting equal weight investing as we sail into 2022, including the reopening of the economy. As the Australian economy emerges from the 2021...

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further $15.2 billion in new spending on major...

As usual, I start with my long held view that the short term for investment markets is much harder to forecast than the long term. Therefore, I outline our...

Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth / decline. Each bubble represents a category of GDP...

In January 2017 Providence published a whitepaper on Long Term Returns. At the time we suggested that Long Term returns from a traditional balanced portfolio were...

On 18 May, Australian citizens over the age of 18 will be required to vote to elect members of the 46th Parliament of Australia. As always, there is a chance of a...

Global economic growth is slowing due to a slowdown in China driven by President Trump’s trade war. This is the conventional wisdom accepted by most and questioned by...

For years now, many have told us that Australia is heading for an imminent recession. By contrast official forecasts have long been looking for several years of above...