Insights

A sequel to our recent Investment Perspectives, Is the Aussie residential market bottoming?, this article explores how residential markets have fared in the US, UK and Canada, and assesses the medium to long-term outlook for housing.

For listed real estate, the fear across markets during March was palpable. One could almost cut it like a knife.

A stall in national house price declines while interest rates keep climbing has sparked yet another national debate on the future direction of the Australian residential market. Specifically, has the market bottomed?

The macroeconomic outlook has been uncertain for the past few years, with many bracing themselves for a recession. However, recent data suggests that inflation may have been transitory, and there's been some positive growth across the housing, energy and job sectors. 

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve.

The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the issuer[1].  So, are they a factor in the current market environment?  

In this article, we look at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.

It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across equities, fixed income, commodities and real estate. According to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices.

The latest trends in housing, retail and venture capital – and what they mean for investors.