Is Santa Claus only coming to the US?

It was quite a month, as Santa Claus came early this year: especially the US stock market shot up after Trump won the US elections. What thrilled investors so much? Was it the promise of MAGA, Make America Great Again? Something about ‘own people and economy first’? And is Trump going to end inflation and … Read more

Election fever?

Do elections really matter for financial markets, for the slightly longer term? This remains to be seen. Of course there is election fever, in- and outside America. It’s a fever that could persist for weeks after the election, especially if we get another few rounds of recounts and lawsuits. But I am not going to … Read more

Sonny Trang

Accounting Specialist +31 (0)88 8086 900 +31 (0)6 25195287 strang@providencecapital.eu LinkedIn Sonny is responsible for client administrations. He worked at European Residential Management BV as Accounts Payable Administrator and at Hotmart as Accounts Payable Accountant. Back to overview Find other people Bussum (25) Andrea van Putten Andries Nieuwland Astrid Oldenstam Berry van Kollem Boudewijn de … Read more

Evelien Lam-Winkel

Client Service Officer +31 (0)88 8086 900 +31 (0)6 29572946 elam@providencecapital.eu LinkedIn Evelien is responsible for supporting the Family Office. Before that, she worked for more than 6 years as Project Manager Family Office at RSM. She has graduated from Hogeschool Schoevers. Back to overview Find other people Bussum Andrea van Putten Andries Nieuwland Astrid … Read more

Ingeborg van der Marel

Client Service Officer/Accounting Specialist +31 (0)88 8086 900 +31 (0)6 31644504 ivandermarel@providencecapital.eu LinkedIn Ingeborg is jointly responsible for supporting the Family Office and for the client administration. Before, she has worked as Business Administrator at Waterland Private Equity Investments and as Senior Associate at multifamily office Suite25. Ingeborg has a degree in Business Administration and … Read more

Otto Labouchere

Associate Investment Manager +31 (0)88 8086 900 +31 (0)6 53916426 olabouchere@providencecapital.eu LinkedIn Otto Labouchere holds a degree in Finance & Control in Amsterdam. He joined Providence Capital in September 2024 and is a member of the Investment Committee. Otto shares responsibility for portfolio management. With a strong passion for investing, he is committed to further … Read more

Golden Week

September was a volatile stock market month that started badly, but gradually became more upbeat. The bouncer was China, which launched a hefty stimulus package just before the end of the month, sending its stock markets up 20-25% in a matter of days. This was the biggest rise in 16 years, but still investors will … Read more

A short-lived rollercoaster?

August looked like a short-lived rollercoaster for financial markets, with equities first sharply down and then sharply up again. Meanwhile, we are back near the ‘all-time highs’ of mid-July, so has nothing changed at all? Appearances are deceptive, as interest rates have fallen in the meantime, as has the dollar, and there have been major … Read more

Summer sales?

Recession fear? While this should have been a July newsletter, that whole (for us) relatively friendly month of July has long since been overshadowed by the wild start of August. In short order, equities fell 10% and investors fled to government bonds, especially US ones. Was it the fear of a recession in America, as … Read more

The world is turning…. stock markets too?

June was an unusual month. Both in Europe and in the US, the political centre seemed to be losing its grip on things, although officially nothing is happening yet. The electorate shifted to the right, but the European centre parties shifted along in that direction in time, maintaining their dominant position and thus their top … Read more