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Jonathan Rochford

7 factors affecting the residential property outlook

There are seven key factors that have had a positive influence on residential housing prices over recent years, but only one of these factors is expected to remain positive over the next five years.

How a Chinese hard landing could play out

A 'hard landing' scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.

Are Chinese investors still on training wheels?

Retail Chinese investors turned away from their local property market as prices began to fall, just as margin loans and access to the stockmarket became easier. The market doubled in a year, but what about valuations?

Price volatility matters for bond investing

Investors often focus on the movement in bond prices caused by changes in interest rates, but except (usually) for government bonds, credit quality also has a major impact on prices.

A beginner’s guide to peer to peer lending

Advances in technology have allowed peer to peer lending to thrive, offering credit to more potential borrowers at lower interest rates than those offered by banks. How does it work and will it last?

Four dangerous high yield credit myths

Many high yield investors assume the past will be a good indication of the future. A failure to correctly understand the past has led to common but dangerous myths about high yield credit.

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Economy

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

Investing

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Property

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Shares

ASX reporting season: Room for optimism

Despite mixed ASX results, the market has shown surprising resilience. With rate cuts ahead and economic conditions improving, investors should look beyond short-term noise and position for a potential cyclical upswing.

Property

A Bunnings play without the hefty price tag

BWT Trust has moved to bring management in house. Meanwhile, many of the properties it leases to Bunnings have been repriced to materially higher rents. This has removed two of the key 'snags' holding back the stock.

Investment strategies

Replacing bank hybrids with something similar

With APRA phasing out bank hybrids from 2027, investors must reassess these complex instruments. A synthetic hybrid strategy may offer similar returns but with greater control and clearer understanding of risks.

Shares

Nvidia's CEO is selling. Here's why Aussie investors should care

The magnitude of founder Jensen Huang’s selldown may seem small, but the signal is hard to ignore. When the person with the clearest insight into the company’s future starts cashing out, it’s worth asking why.

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