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Analysis

Libby Cantrill

11 June 2019 • By Libby Cantrill & Tiffany Wilding • 1 min read

New US-Mexico tariffs would add to economic costs

President Donald Trump’s announcement late last week that the US would impose tariffs on all Mexican goods starting on 10 June to “address the e...

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Libby Cantrill

Slowdown to drag down some, but not all companies

Australia’s economy is slowing quickly, and the profitability of domestically focused companies is under significant pressure. However, companies i...

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Libby Cantrill

China’s tech future: Pirate or innovator?

Microchips, smartphone-testing robotic arms, wind turbines, solar cells, experimental glass made from crushed diamonds, Star Wars toys, chemical formu...

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Libby Cantrill

Where are sophisticated savers getting better returns?

With rates at their lowest level on record and forecast to go even lower savers are no longer satisfied with term deposit rates. On average banks a...

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Libby Cantrill

Regulatory gaze extends to securities lending with SFTR

Since the 2009 G20 Pittsburgh Summit, regulators around the globe have implemented new rules to provide greater transparency and mitigate systemic ris...

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Libby Cantrill

Election sorted – time to look at dividends again

With the unexpected – or as one particular person described it “miraculous” – Coalition election victory, the storm clouds of dividend frankin...

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Libby Cantrill

Where to now for financial services post-federal election and Hayne?

Now that we have a new Morrison federal government and the implementation of the Hayne royal commission recommendations will be high on the political...

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Libby Cantrill

Late cycle, long cycle, mid-cycle, unicycle

More often than not we have been asked about one thing: the credit cycle, how long it has gone on, and when it is going to end. This cycle is certa...

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Libby Cantrill

Cognitive diversity needed for a better investment approach

In the world of financial services, the concept of diversity is not new. For some time, many companies in this industry around the world have creat...

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Libby Cantrill

A-shares: The long march

Headlines about A-Shares have recently become a daily routine for investors interested in Chinese equities.  With the gradual inclusion of these s...

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