| Prerequisite Capital Management

Portfolio Strategy Update

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Within this Report we briefly update a perspective around World & US Equity markets, before launching into an expanded discussion of the required Portfolio Strategy elements that are likely to be well suited to the next 25 years.

The Quarterly Report can be downloaded here: 2019 07 14 Quarterly Client BRIEFING (pdf, 3MB)

Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.

We hope you enjoy the Briefing.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

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Portfolio Strategy Update

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Within this Report we survey the global growth, inflation and capital flow conditions in addition to considering the prospects for Chinese stimulus.

The Quarterly Report can be downloaded here: 2019 01 26 Quarterly Client BRIEFING (pdf, 3MB)

Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.

We hope you enjoy the Briefing.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2019, Prerequisite Capital Pty Ltd 

General Notice: Prerequisite Capital Pty Ltd, its affiliates and content providers do not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This is General Information only, and should not be construed in any way as specific advice or advice to purchase or sell financial securities or products. It has been prepared without reference to your objectives, financial situation or needs. You should consider the information in light of these matters and if applicable, buying and inspecting the relevant Product Disclosure Statement (Australian products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a strategy or financial product’s future performance.

Prerequisite Capital Pty Ltd (ABN 42 621 110 736) is an Authorised Representative of First Mutual Australia Pty Ltd (ABN 42 154 012 085), AFSL 423710.

Macrovoices Podcast – A Systems View of OTC Derivatives

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Daniel was interviewed for the MacroVoices Podcast #146, released on the 20th of December 2018 (www.macrovoices.com).

The discussion serves as an introduction to some of the underappreciated issues pertaining to OTC Derivatives and their impacts on the broader financial system.

MacroVoices is an excellent Podcast and we would encourage everyone to subscribe.

You can listen to the Interview here:

https://www.macrovoices.com/507-daniel-want-systems-view-of-otc-derivatives

The Presentation Slide-deck that accompanies this discussion can be downloaded here:

2018 12 – Prerequisite (PDF, 9.5MB)

Please contact us if you would like some further information.

We hope you enjoy the Discussion & Presentation.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2018, Prerequisite Capital Pty Ltd 

General Notice: Prerequisite Capital Pty Ltd, its affiliates and content providers do not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This is General Information only, and should not be construed in any way as specific advice or advice to purchase or sell financial securities or products. It has been prepared without reference to your objectives, financial situation or needs. You should consider the information in light of these matters and if applicable, buying and inspecting the relevant Product Disclosure Statement (Australian products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a strategy or financial product’s future performance.

Prerequisite Capital Pty Ltd (ABN 42 621 110 736) is an Authorised Representative of First Mutual Australia Pty Ltd (ABN 42 154 012 085), AFSL 423710.

Portfolio Strategy Update

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Within this Report we survey the changing global trade and banking regime in addition to looking at the prospects for US Treasuries & Equity markets more generally.

The Quarterly Report can be downloaded here: 2018 10 14 Quarterly Client BRIEFING (pdf, 3MB)

Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.

We hope you enjoy the Briefing.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2018, Prerequisite Capital Pty Ltd 

General Notice: Prerequisite Capital Pty Ltd, its affiliates and content providers do not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This is General Information only, and should not be construed in any way as specific advice or advice to purchase or sell financial securities or products. It has been prepared without reference to your objectives, financial situation or needs. You should consider the information in light of these matters and if applicable, buying and inspecting the relevant Product Disclosure Statement (Australian products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a strategy or financial product’s future performance.

Prerequisite Capital Pty Ltd (ABN 42 621 110 736) is an Authorised Representative of First Mutual Australia Pty Ltd (ABN 42 154 012 085), AFSL 423710.

Portfolio Strategy Update

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Within this Report we review a variety of leading indicators and perspectives on many of the most important investment markets.

The Quarterly Report can be downloaded here: 2018 07 30 Quarterly Client BRIEFING (pdf, 3MB)

Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.

We hope you enjoy the Briefing.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2018, Prerequisite Capital Pty Ltd 

General Notice: Prerequisite Capital Pty Ltd, its affiliates and content providers do not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This is General Information only, and should not be construed in any way as specific advice or advice to purchase or sell financial securities or products. It has been prepared without reference to your objectives, financial situation or needs. You should consider the information in light of these matters and if applicable, buying and inspecting the relevant Product Disclosure Statement (Australian products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a strategy or financial product’s future performance.

Prerequisite Capital Pty Ltd (ABN 42 621 110 736) is an Authorised Representative of First Mutual Australia Pty Ltd (ABN 42 154 012 085), AFSL 423710.

Portfolio Strategy Update

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Within this report, we review the events of the 1920s in order to gain some perspective on the present – as they say, history doesn’t repeat but it does rhyme, and it is amazing just how much it is rhyming of late.

We also update our views around Equities, Currencies & Bonds.

The Quarterly Report can be downloaded here: 2018 04 25 Quarterly Client BRIEFING (pdf, 3MB)

Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.

We hope you enjoy the Briefing.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2018, Prerequisite Capital Pty Ltd 

General Notice: Prerequisite Capital Pty Ltd, its affiliates and content providers do not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This is General Information only, and should not be construed in any way as specific advice or advice to purchase or sell financial securities or products. It has been prepared without reference to your objectives, financial situation or needs. You should consider the information in light of these matters and if applicable, buying and inspecting the relevant Product Disclosure Statement (Australian products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a strategy or financial product’s future performance.

Prerequisite Capital Pty Ltd (ABN 42 621 110 736) is an Authorised Representative of First Mutual Australia Pty Ltd (ABN 42 154 012 085), AFSL 423710.

Portfolio Strategy Update

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Within this report, we expand upon our discussion of some of the dysfunctioning elements of the global banking and financial system – with implications for US Bonds and the US Dollar in particular.

The Quarterly Report can be downloaded here: 2018 01 03 Quarterly Client BRIEFING (pdf, 2MB)

Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.

We hope you enjoy the Briefing.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2018, Prerequisite Capital Pty Ltd 

General Notice: Prerequisite Capital Pty Ltd, its affiliates and content providers do not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This is General Information only, and should not be construed in any way as specific advice or advice to purchase or sell financial securities or products. It has been prepared without reference to your objectives, financial situation or needs. You should consider the information in light of these matters and if applicable, buying and inspecting the relevant Product Disclosure Statement (Australian products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a strategy or financial product’s future performance.

Prerequisite Capital Pty Ltd (ABN 42 621 110 736) is an Authorised Representative of First Mutual Australia Pty Ltd (ABN 42 154 012 085), AFSL 423710.

Portfolio Strategy Update

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Within this report, we update generally the reasons for our current positioning, in addition to providing some summary view around Government Bonds, the US Dollar and the Australian Dollar.

The Quarterly Report can be downloaded here: 2017 10 18 Quarterly Client BRIEFING (pdf, 2.3MB)

Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.

We hope you enjoy the Briefing.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2017, Prerequisite Capital Pty Ltd 

General Notice: Prerequisite Capital Pty Ltd, its affiliates and content providers do not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This is General Information only, and should not be construed in any way as specific advice or advice to purchase or sell financial securities or products. It has been prepared without reference to your objectives, financial situation or needs. You should consider the information in light of these matters and if applicable, buying and inspecting the relevant Product Disclosure Statement (Australian products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a strategy or financial product’s future performance.

Prerequisite Capital Pty Ltd (ABN 42 621 110 736) is an Authorised Representative of First Mutual Australia Pty Ltd (ABN 42 154 012 085), AFSL 423710.

Portfolio Strategy Update

By

This Report prints a little longer than usual – we cover many aspects of both the global and Australian investment landscape, touching upon the banking system, equity markets, and prospects pertaining to the US Dollar more generally (and also implications pertaining to the Australian Dollar).

The Quarterly Report can be downloaded here: 2017 07 24 Quarterly Client BRIEFING (pdf, 3.3MB)

Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.

We hope you enjoy the Briefing.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2017, Prerequisite Capital Management Pty Ltd 

General Notice: The information in this document is general in nature and as such does not constitute direct or specific advice to anyone. Should you require more information, please contact a Prerequisite Advisor. Past performance is not indicative of future performance. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or product.  While reasonable care has been taken to ensure that the information contained herein is not untrue or misleading at the time of publication, Prerequisite Capital Management Pty Ltd makes no representation as to its accuracy or completeness. The views expressed are the views of Prerequisite Capital Management Pty Ltd through the period ending at the date of publication and are subject to change at any time based on market and other conditions. Prerequisite Capital Management Pty Ltd (ABN 27 141 060 933) is an Authorised Representative of AIW Dealer Services Pty Ltd (ABN 59 153 322 420), AFSL 414256.

Real Vision TV Interview

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RVDaniel was interviewed in Sydney for Real Vision TV on the 21st of March.

His presentation discusses many aspects of how the macro environment is evolving around the world with particular emphasis pertaining to under-appreciated liquidity and productivity issues.

For those wishing to view this hour-long video presentation published on the subscription-only Real Vision TV website, a free 7-day trial of Real Vision TV may be obtained here: www.realvision.com

The video of Daniel’s presentation was published on the 4th of April 2017.

Please contact us if you would like some further information.

We hope you enjoy the Presentation.

Kind regards,

The Directors of PCM

www.prerequisite.com.au

PCM_OnLight

_______________________________

Copyright (c) 2017, Prerequisite Capital Management Pty Ltd 

General Notice: The information in this document is general in nature and as such does not constitute direct or specific advice to anyone. Should you require more information, please contact a Prerequisite Advisor. Past performance is not indicative of future performance. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or product.  While reasonable care has been taken to ensure that the information contained herein is not untrue or misleading at the time of publication, Prerequisite Capital Management Pty Ltd makes no representation as to its accuracy or completeness. The views expressed are the views of Prerequisite Capital Management Pty Ltd through the period ending at the date of publication and are subject to change at any time based on market and other conditions. Prerequisite Capital Management Pty Ltd (ABN 27 141 060 933) is an Authorised Representative of AIW Dealer Services Pty Ltd (ABN 59 153 322 420), AFSL 414256.