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 Rodda Head of Distribution Phone: +612 9290 9504 Mobile: + 61 478 116 146 Email: Brendon.Rodda@au.pimco.com David Orazio National Account Manager Phone: +61 405 570 310 Email: David.Orazio@au.pimco.com Haydn Scott Account Manager Phone: +61 497 555 335 Email: Haydn.Scott@au.pimco.com Hugh Holden Account Manager Phone: +61 400 092 510 Email: Hugh.Holden@au.pimco.com Tony Cahill Account Manager Phone: +61 438 801 975 Email: Tony.Cahill@au.pimco.com Marcus Clitheroe Account Manager Phone: +61 435 927 782 Email: Marcus.Clitheroe@au.pimco.com
