In this article for the Herald Sun Andrew discusses why Mr Equity Market is paying you relatively handsomely for taking equity risk, while Mr Bond Market is not paying you much at all for taking lending risk. And yet, on a near daily basis, headlines are published suggesting that equities are expensive and the longest bull market in history must soon be coming to an end. Why? Read here.

by Andrew Macken Posted in In the Press

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In this article for the Herald Sun Andrew takes a closer look at the low interest rate world that we live in. There are many reasons why interest rates are low. These include ageing populations all around the world, very high indebtedness by many corporations and governments, an increasing dominance of technology which is less labour and capital intensive, and an increasingly globalised world connected by US dollar-denominated trade. Read here. 

by Andrew Macken Posted in In the Press

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In this article for the Herald Sun Roger shares a review of the Australian housing market in 2019. Today, we can say that not only did the May 2019 federal election mark the low for Aussie house prices, but that there is little to stop prices from continuing to climb higher. Read here.

by Roger Montgomery Posted in In the Press

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In this article for the Herald Sun Roger discusses why a cut in interest rates won’t be enough for the economy.  While rate cuts are helpful, they are more effective when combined with fiscal policy. Read here.

by Roger Montgomery Posted in In the Press

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In this article for the Australian Roger discusses why economists often get things wrong. According to the ergodicity problem in economics, economists have been making a repeated mistake in their assumption about human behaviour and it has infected economic models that seek to explain everything from trading bitcoin and gambling, to insurance and switching jobs. Read here. 

by Roger Montgomery Posted in In the Press

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In this article for the Australian Roger provides an update on the housing market. It seems like the slump in approvals hasn’t ended just yet and the pipeline of residential building work is declining, which means less work ahead for builders and contractors. Read here.

by Roger Montgomery Posted in In the Press

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In this article for Money Magazine Roger takes a look at the conditions in residential building and three companies – Fletcher Building, Adelaide Brighton Cement and CSR. What’s their outlook? Read here.

by Roger Montgomery Posted in In the Press

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In this article for the Herald Sun, Andrew questions whether delivering a balanced budget for the first time since the GFC is even appropriate today? Read here.

by Andrew Macken Posted in In the Press

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In this article for the Australian Roger identifies why low interest rates aren’t a suitable strategy to pull the economy out of its vicious cycle. What’s a better option? Read here.

by Roger Montgomery Posted in In the Press

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by Roger Montgomery Posted in In the Press

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