Daily Archives: 06.04.10

Oliver's Insights – Australian house prices – overvalued but undersupplied

This note looks at the outlook for Australian house prices. The key points are are as follows: – Australian housing remains very expensive, but undersupply continues to be an issue. Worsening affordability is likely to constrain average house price growth to around 5% over the year ahead. – Expensive housing and high household debt levels…

Oliver's Insights – Revisiting the 'worry list' for investors

Shares are often said to climb a wall of worry so this note reviews the current ‘worry list’ facing investors. The key points are as follows: – It seems that there are still plenty of things for investors to worry about: a double dip in the global economy; high private and public-sector debt in key…