In early 2017 we identified debt and the unsustainably high property prices as the key risks to the Australian economy. In particular we were concerned about the unwinding of the wealth effect as investors began to feel the pinch of a weaker property market. We believed this would manifest itself through poorer consumer sentiment and consequent drop in spending.
Level 9 365 Little Collins Street Melbourne VIC 3000
ROB HAY
Head of Distribution & Investor Relations
M: 0423 345 975
E: rhay@csvf.com.au
The Collins Street Value Fund (CSVF) is managed by Collins St Asset Management Pty Ltd (CSAM) AFSL 468935. CSAM is authorised to provide financial services to wholesale clients only (as set out in section 761G (7) of the Corporations Act 2001).
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