Most fund managers have enough problems without worrying too much about what’s going on in other asset classes.
But for Martin Conlon, head of Australian equities at Schroders, what happens in the housing market matters for domestic stocks. A lot.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
