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Analysis

Arif Husain

11 June 2019 • By Arif Husain • 1 min read

Country selection is key as central banks change course

Last week, the Reserve Bank of Australia cut its official interest rates for the first time since August 2016, further signalling the central bank’s...

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Arif Husain

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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Arif Husain

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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Arif Husain

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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Arif Husain

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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Arif Husain

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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Arif Husain

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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Arif Husain

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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Arif Husain

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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Arif Husain

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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