house prices

Equities
Andrew Mitchell

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is growing significantly we will invest in it. Likewise, if we believe there is an unloved company that will see... Show More

Christopher Joye

In assessing whether to get long or short residential mortgage-backed securities (RMBS), we undertake a great deal of quantitative analysis, including revaluing the homes that protect these bonds at regular intervals and developing globally unique RMBS default and prepayment indices. (Regular readers will know that we exited most of our... Show More

Christopher Joye

In my column today I write "if only the RBA had its brilliant new research on the impact of interest rates on house prices back in 2013 when I warned them that their easy money policy would blow a huge housing bubble, as it subsequently did" (click on that link... Show More

Christopher Joye

After promising to enact the Royal Commission's recommendations to the letter before the report was even released, and then saying it accepted all the recommendations "in principle" after the report was published (whatever that means), Labor have now rejected outright one of the Royal Commission's most important findings: that mortgage... Show More

Macro
Christopher Joye

In my column today I reveal that Australia is now officially experiencing the biggest house price falls on record in almost 40 years: home values across the five largest capital cities have officially fallen 8.3 per cent from their late 2017 peak according to the top index provider, CoreLogic, which... Show More

Christopher Joye

Here I argue that anyone who tells you they know what's driving markets right now is lying or fooling themselves, which begets opportunity (click on that link to read the full column or AFR subs can click here). Excerpts enclosed: Show More

Michael  Doble

If house prices are falling as rapidly as some headlines impute, can we expect this to impact AREIT investors? Let’s begin by looking at the facts, rather than the headlines. Housing demand and supply ebbs and flows. Because of the lower barriers to entry there’s often volatility in residential housing. Show More