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MB Fund Podcast: How long can Australia's property boom run?


MacroBusiness
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at 2:30 pm on July 8, 2021 | 12 comments
In today’s investment webinar, Nucleus Wealth’s Chief Economist Leith Van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller disucss the quarterly MB Australian property report.
As we round out what has been an incomparable financial year in so many ways, our focus today is fixed on Australia’s favourite asset class – property.
All capitals ended the financial year with double-digit price growth except for Melbourne and Perth, and nationally, dwelling prices jumped by 13.5 per cent, the highest annual growth rate in 17 years.
But will the reluctance by both mainstream political parties to let housing behave like a healthy market and fall, resetting the market, exacerbate Australia’s housing affordability problem and allow the gap between the home ownership haves and have-nots to widen? ....

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MB Fund Podcast: Exploring the Value to Growth Rotation


MacroBusiness
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at 3:00 pm on July 1, 2021 | 2 comments
In today’s investment webinar Nucleus Wealth’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller turn their attention to the finer arts of value and growth investment styles.
Today’s episode will focus on the two major styles of investment, how they’ve fared recently. and how they influence our portfolio’s
On the agenda: ....

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MB Fund Podcast: Boom & Bust - Australia's two-speed property market, with Martin North


at 3:00 pm on April 29, 2021 | 6 comments
Today we turn our eye back to Australian property as low interest rates has fuelled a marked surge in demand as the economy rebuilds post pandemic.
What has emerged however, is a two speed house price boom. With a superb run up in prices of suburban houses, as space and isolation are sought, prices of inner-city apartments, typically favoured by investors, have languished.
To help colour in exactly the extent of these falling rents, MB Fund’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by friend of the show Martin North, who is founder of boutique research firm, Digital Finance Analytics. ....

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