The Switzer Show: Should you buy property after the big Budget blowout? | Is the healthcare stock rotation finally here? - 6 July 2026
The Switzer ShowShow Notes
Peter Switzer digs into the budget's impact on property, then turns to the healthcare stocks staging a comeback. First, McGrath founder John McGrath on the negative gearing and capital gains changes, why he calls it the biggest structural shift since capital gains tax arrived, and why he thinks the current correction runs another 6 to 12 months. Then property investing specialists Margaret Lomas (Destiny) and Simon Pressley (Propertyology) on what the changes really mean for investors, why grandfathered negative gearing matters, and the case that Australia is far more than two capital cities. Finally, Adam Dawes of Shaw and Partners on the healthcare rotation, running through CSL, Cochlear, ResMed, Pro Medicus, Telix, Neuren and 4D Medical. 0:00 Intro 1:40 John McGrath (McGrath) on the budget and property 15:25 Margaret Lomas (Destiny) and Simon Pressley (Propertyology) 35:18 Adam Dawes (Shaw and Partners) on the healthcare rotation Want the full list of stocks our experts rated? Start a 21-day free trial of the Switzer Report: https://www.switzerreport.com.au/subscribe?utm_source=switzertv&utm_medium=referral&utm_campaign=21day-trial
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