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7 February 2026

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Edition: 198

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Edition 198

  • 21 April 2017

Brexit confirmed London is unlike most of the UK, as the capital voted firmly to stay in Europe. After spending a few days here, it’s easy to wonder what the doom of Brexit is all about. As Samuel Johnson said, “Sir, when a man is tired of London, he is tired of life.” The West End shows sell out every night and the multitude of languages on the streets feels like many nations assembling in one place. More important, there is something eerie in the night sky over the city that is more tangible and optimistic: vast numbers of blinking red lights atop a forest of cranes.

Aussie equities vs Sydney housing: who’s the marginal buyer?

If you’re wondering how sustainable the current high prices of Australian equities and Sydney’s housing are, you need to consider the likely demand of the marginal buyer.

Risks to banks at end of construction boom

Australian banks are vulnerable to a collapse in the local housing market due to an overexposure to high-rise developments, interest-only loans and high loan-to-value ratios. The main uncertainty is the timing.

Perfect storm brewing for local retailers

A decline in activity related to household construction, combined with the arrival of foreign retail brands, does not bode well for Australian retailers. And an online behemoth may be an even bigger threat.

Why 'total superannuation balance' is important for SMSFs

In addition to the $1.6 million transfer balance cap, SMSF members should also understand the concept of ‘total superannuation balance’ to stay within the rules and make the most of contribution opportunities.

Catch-up contributions are a tax planning opportunity

Deferring concessional contributions to a year when an individual’s taxable income is higher by making 'catch-up' contributions can create a sizable tax arbitrage between tax paid within the fund and tax paid personally.

Why infrastructure stocks can withstand higher interest rates

There's a common misconception that as a 'bond proxy', infrastructure asset prices will fall as bond prices do when rates rise. But these hard assets have sufficient inflation protection to drive a more robust outcome.

Three drivers of attractive infrastructure opportunities

Chronic under-spending, public expectations for improvement and strained government budgets are placing an onus on public equity markets to help the world meets its rapidly growing infrastructure needs.

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