Boom turns to bust – falling Australian home prices. How far and for how long and what’s the impact on the economy?
Key points Property prices in Sydney and Melbourne are likely to see top to bottom falls of around 20% as credit conditions tighten, supply rises and a negative feedback loop from falling prices risks developing. Other cities will perform better having not seen the boom of the last few years. Property investors should remain wary […]
The pullback in shares – seven things investors need to keep in mind
Key points The current pullback in shares has been triggered by a range of things – but most notably worries about rising US interest rates and the US/China conflict. Shares may still have more downside, but we are of the view that it’s just another correction. Key things for investors to bear in mind are […]
Successful investing despite 115 million worries and Truth Decay – how to turn down the noise
Key points A surge in financial information and opinion combined with our inclination to focus on negative news risks making us worse investors: more fearful, more jittery, more reactive, less reflective & more short term. This is potentially harmful to our long-term financial health. Five ways to turn down the noise & stay focussed as […]