On Tuesday the ABS released March quarter property price data revealing that established house prices fell in all eight capital cities. However, it was Sydney and Melbourne that bore the brunt of the decline as credit supply tightened and demand continued to fall.Our previous wire on this topic showed that... Show More

On Tuesday the ABS released December quarter property price data revealing that established house prices across the nation's capitals fell by 5.5% throughout 2018, faster than any twelve month period - including during the GFC. Our wire in December (‘How far is housing from fair value?’) analysed a few different valuation... Show More

If a picture is worth a thousand words, then a chart is worth a million of them. So we asked the experts to isolate the charts you need to be watching right now. Read on to see 5 charts that Australia’s investment experts never take off their screens, and to... Show More

With the housing market continuing to make news, we examine nationwide house prices relative to changes in income, lending rates and a measure called ‘hypothetical borrowing power’, to assess how they compare to 'fair value'. Show More

The current Fed rate hikes, combined with efforts to shrink its balance sheet, represent the first sustained tightening in US monetary conditions, and therefore much of the developed world, for at least 30 years. So what does this mean for investors and how should they change their investment strategy to... Show More