Insights by Peter Esho

Insights by Peter Esho

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Using AI to grow and manage your investments
The world is changing, and the performance gap between those who use AI for their investments, and those who don’t, will continue to wide.
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Peter Esho
US housing latest and impact for Aussie investors
The US housing market has been slowing for a while. Ever since interest rates started increasing, the pace of building activity has declined. In recent…
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Peter Esho
Australian housing market stable with upside in 2026
While many may cringe at the record profits of the big banks, I actually think it’s a positive. A strong banking system is good for everyone. It’s good…
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Peter Esho
Fixing Australia's productivity problem and the impact on property investment
The new Labor government is consulting with business stakeholders as part of its Productivity Commission Economic Roundtable.
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Peter Esho

July 2025

Inflation falling, RBA has mission accomplished
Inflation is now well within the RBA’s target 2-3% range and it’s sticking there. Not moving much. That’s exactly where it needs to be and so I think…
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Peter Esho
Biggest investment lessons of 2025
This week’s podcast is a recap of my conversation with the Coposit team recently. We touched on some great topics, including the key areas I think will…
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Peter Esho
Why interest rates will keep falling in Australia (audio podcast)
The RBA is caught between optics and outcomes. They know growth is stalling and the household sector is under real pressure. But they held last week to…
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Peter Esho
Quality of life arbitrage for property investors (audio podcast)
In this episode, I explore the Quality of Life Arbitrage and the factors that, over a medium time horizon, drive up property prices in new and emerging…
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Peter Esho
Taxing unrealised capital gains is a dangerous experiment (audio podcast)
We explore Labor’s proposal to introduce unrealised capital gains tax changes for superannuation funds with balances over $3m.
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Peter Esho

June 2025

May 2025

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