property bubble

Clime Asset Management

Ahead of what is likely to be a controversial budget, anticipation is further stimulated by the plethora of policy suggestions and thought bubbles that have been leaked by the Treasury Department. The task set for the Government and Treasurer encapsulates a range of serious problems far greater than simply balancing... Show More

Clime Asset Management

The declaration two weeks ago by the Australian Prudential Regulation Authority (“APRA”) that it was taking further steps to slow the growth of bank provided “interest only” loans in residential property is to be welcomed. However, it represents a reactionary policy that does not target either an appropriate pricing framework... Show More

Mathan Somasundaram

Local market moved down with weaker commodities and weaker yield despite solid non-farm payroll pushing March rate rise to near 100% probability. Gold was a substantial outperformer in a day when most sectors were negative…Property, Energy and Health Care were the worst performers. Volatility index in Australia reached historical lows... Show More

Mathan Somasundaram

Local market fell on the open before recovering to finish positive again as US government passed health care changes and RBA confirmed that they are caught between a bubble and reflation. Utilities, Staples, IT and Health Care moved the market higher with support from Financials while Resources were main underperformers... Show More

Livewire News

The first thing Philip Lowe will have to do as incoming Reserve Bank Governor is to review, and re-express, the bank’s inflation target. The target is 2-3 per cent and is about 24 years old. It was first articulated by then governor Bernie Fraser in a speech in March 1992... Show More

Clime Asset Management

In this week’s special report, Clime’s CIO, John Abernethy shares his latest 'Letter to Investors'. In his last letter, investors were foretold of an expected sideways movement in the Australian equity market. What is hidden within the long term sideways movement is extreme short term volatility. This volatility is expected... Show More