Insights
What’s causing the rise in Aussie property companies?
Roland Houghton, 05 Jul 2019
The listed Australian property sector (AREITs) has had a very strong 12 months, returning 19.3% (including dividends) vs. the ASX…
Value is in the eye of the beholder
Stephanie Perrin, 21 May 2019
Tens of thousands of investors recently undertook the annual pilgrimage to Omaha, Nebraska to hear words of wisdom from Warren…
Unravelling the China-Australia coal trade mystery
Greg Cassidy, 01 May 2019
In February, press reports started to emerge of China restricting the importation of Australian coal. Ships loaded with Australian coal…
An update on Aussie house price declines
David Rigby, 24 Apr 2019
Since our last blog on Australian housing in December last year prices have continued to fall, but the pace of…
Navigating choppy waters….
Michael Higgins, 21 Mar 2019
Property is an Australian obsession, perhaps more so than anywhere globally. When prices are rising, people crowd the market in…
Australian reporting season thus far
Roland Houghton, 20 Feb 2019
February and August are two very busy months of the year for Australian investors as most listed companies release their…
Aussie house price correction deepens
David Rigby, 19 Dec 2018
Since our last blog on Australian housing back in July, conditions have continued to deteriorate. According to Corelogic, as at…