Livewire

This is an article portfolio manager Christopher Joye published on Livewire recently. Today I write that housing boom is tracking more or less exactly as we expected, and based on the RBA’s model of housing dynamics one should pencil in total capital gains of circa 20 per cent this cycle assuming no further reductions in …

House prices to rise at 20 per cent this cycle Read More »

On the subject of the search for yield, one question I am regularly asked is whether retail investors should be switching from major bank hybrids

It is time to unveil a new expectation: if the RBA continues cutting through conventional and unconventional means, which is our central case, I expect that this economic cycle house prices will likely increase by about 30% with no immediate financial stability hazards. This follows on from our April 2019 projection that the 10% draw-down in Australian …

House Prices to Increase 30% Read More »