Australia Housing Outlook: Another Leg Down Tighter underwriting standards and higher debt service burdens continue to sap Australian housing prices, weakening a sector which provided crucial support as mining’s role in the economy diminished in recent years.
Political Winds in Australia and the Likelihood of Lower-for-Longer Interest Rates Although the Commonwealth Government can borrow for 10 years at the lowest rate on record, the burden of policy support has continued to fall on the Reserve Bank of Australia.
Australian Housing: Continued Declines Weigh on Economy Falling house prices and rising debt-servicing costs may constrain household consumption.
Long-term Bond Investors Shouldn’t Fear Rate Rises Investors who overreact to the prospect of rising interest rates may be doing themselves, and their investment portfolios, a disservice.
Australian Credit: Stay Invested but Reduce Risk It’s time to diversify and focus on bottom-up analysis.
Brendon RoddaHead of DistributionPhone: +612 9290 9504Mobile: + 61 478 116 146Email: Brendon.Rodda@au.pimco.comDavid OrazioNational Account ManagerPhone: +61 405 570 310Email: David.Orazio@au.pimco.com Haydn ScottAccount ManagerPhone: +61 497 555 335Email: Haydn.Scott@au.pimco.com Hugh HoldenAccount ManagerPhone: +61 400 092 510Email: Hugh.Holden@au.pimco.com Tony CahillAccount ManagerPhone: +61 438 801 975Email: Tony.Cahill@au.pimco.com Marcus ClitheroeAccount ManagerPhone: +61 435 927 782Email: Marcus.Clitheroe@au.pimco.com
