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Commercial property opportunities, interest rate outlook, home ownership vs super | 26 Jul 2023

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Manage episode 372206596 series 2944279
Kandungan disediakan oleh Firstlinks and Morningstar. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Firstlinks and Morningstar atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this week's episode, we cover the hot topic of real estate. Our special guest is global listed property expert, Andrew Parsons of Resolution Capital, who's turned from sector bear to optimist. As the market marks down the sector, Andrew sees contrarian opportunities opening up, especially in retail property. Meanwhile, Firstlinks' Graham Hand discusses residential property and why he believes owning a home beats super in retirement. Lastly, Peter Warnes looks at why interest rates in Australia won’t be cut for some time and what areas that could impact over the next 12 months.

  continue reading

Bab

1. Commercial property opportunities, interest rate outlook, home ownership vs super | 26 Jul 2023 (00:00:00)

2. Graham Hand on home ownership vs super (00:01:45)

3. Peter Warnes on interest rate outlook (00:19:07)

4. Andrew Parsons - contrarian opportunities in property stocks (00:30:45)

23 episod

Artwork
iconKongsi
 
Manage episode 372206596 series 2944279
Kandungan disediakan oleh Firstlinks and Morningstar. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Firstlinks and Morningstar atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this week's episode, we cover the hot topic of real estate. Our special guest is global listed property expert, Andrew Parsons of Resolution Capital, who's turned from sector bear to optimist. As the market marks down the sector, Andrew sees contrarian opportunities opening up, especially in retail property. Meanwhile, Firstlinks' Graham Hand discusses residential property and why he believes owning a home beats super in retirement. Lastly, Peter Warnes looks at why interest rates in Australia won’t be cut for some time and what areas that could impact over the next 12 months.

  continue reading

Bab

1. Commercial property opportunities, interest rate outlook, home ownership vs super | 26 Jul 2023 (00:00:00)

2. Graham Hand on home ownership vs super (00:01:45)

3. Peter Warnes on interest rate outlook (00:19:07)

4. Andrew Parsons - contrarian opportunities in property stocks (00:30:45)

23 episod

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