How a mortgage transforms your investment portfolio

房贷如何改变你的投资组合

Economist

2025-05-01

5 分钟
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  • As financial decisions go,

  • borrowing several times your annual earnings to buy a risky asset is a pretty big one.

  • Yet, for many people, taking out a mortgage to buy a house is something of a no-brainer.

  • It generally involves less agonising than, say,

  • how much to save for retirement or how to split your pot between cash, stocks and bonds.

  • One reason is that, some short-lived slumps aside,

  • house prices across the rich world have been buoyant since the 1950s.

  • More important, you need to live somewhere.

  • Until you own a place,

  • you have a natural short position in property

  • because you need to inhabit one for the rest of your life,

  • whether you rent or eventually buy.

  • Short positions are risky.

  • Who knows how far rents and prices might rise?

  • Buying a home closes the position, resulting in a neutral one.

  • Unlike other investments, it is not really a bet on where prices are headed.

  • The mortgage is an unfortunate necessity for those who lack the cash to buy outright,

  • rather than a deliberate punt on the future path of interest rates.

  • Thinking about a mortgage as a component in the borrower's investment portfolio might therefore seem odd.

  • It should not.