housing

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...

In my column today I argue that to have any hope of divining the prospects for 2019, one has to first solve the Rubik’s Cube that was 2018 in which the most overvalued...

The last four months of 2018 were brutal for investors everywhere. October was particularly painful, with most managers off by -5 to -10%. So it caught my eye when I...

The critical financial issue in the Australian economy at present is clearly the possible economic effect of the decline in home prices. We have been warning about...

One of our best “short” (as opposed to “long”) ideas this year has been to bet that the credit spreads on residential mortgage-backed securities (RMBS) would...

I always think of periods of market volatility as manageable brush fires - while still causing market nervousness they’re actually better for the long-term market...