credit markets

Quin: Australia is overdue a recession

Livewire Exclusive

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains overlooked and underrepresented in many Australian portfolios, there are two bets he’s making right now that should grab your attention. The first position is that long-term... Show More

Spectrum Insights - The problem with “bubbles”

Damien Wood

“The OECD concludes that Australia has the most over-valued housing market, with prices 52% above their ‘correct” level.“ Similar warnings continue as do the related dangers of investing in those financing the market – banks. The problem is the quote above is from December 2005. The point being, just because... Show More