30 April 2025

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Howard Marks: the investing game has changed Welcome to Firstlinks Edition 605 with weekend update Pros and cons of Labor's home batteries scheme Designing a life, with money to spare World's largest asset manager wants to revolutionise your portfolio

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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?

Romano Sala Tenna
20 April 2017
7

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

Ashley Owen
20 April 2017
5

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

Roger Montgomery
20 April 2017
4

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

Monica Rule
20 April 2017
4

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

Stephen Lawrence
20 April 2017

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

Gerald Stack
20 April 2017

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

Greg Goodsell
20 April 2017

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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