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Australian Housing Market Bubble

We have released a new white paper – Australian Housing Market Review: Market Drivers, Long-Term Pricing Indicators and Investment Implications. The paper examines some of the key drivers of the housing market including supply, demand and credit availability. It explores: The impact of demographics, immigration and ageing populations Housing supply and the building cycle House […]

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Executive Remuneration- A Strategic Approach

At Arnhem Investment Management, we believe that aligning executive compensation with shareholder interests is best done by using each company’s strategic goals as the basis for setting performance targets. In this paper, we draw on our industry research and experience investing in Australian listed companies to put Australian executive remuneration levels into both an historical […]

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