Market consensus believes that peak bad news in the housing market is behind us, with the Reserve Bank and ANZ both recently increasing their house price forecasts. While volume of house sales and market liquidity is still low, ANZ has cited positive net migration as a key factor moving forward. Milford Investment Analyst Jeremy Hutton talks to Heather du Plessis-Allan about the positive flow-on effect for companies such as Fletcher Building, Ryman Healthcare and Summerset. He also weighs up possible impacts of the upcoming election.