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S&P/ASX 200 to open lower – A-REITs & APT shares in focus

The S&P/ASX 200 (INDEXASX: XJO) is set to open lower this morning according to futures in Sydney. Here’s what you need to know.

Lockdown 2.0

Despite a strong overseas lead, the ASX 200 paused on Tuesday, pushed marginally lower by the reinstatement of Stage 3 restrictions in Melbourne.

A strong lead from the ASX mining sector, particularly gold with St Barbara Mining Ltd (ASX: SBM) adding 10.3% and BHP Group Ltd (ASX: BHP) up 1.3%, wasn’t enough to overcome an afternoon collapse in the property and travel sectors.

Just four of the eleven sectors were positive, with A-REITs down 1.7% on the back of a fall in shopping mall owners Scentre Group (ASX: SCG) and Lendlease Group (ASX: LLC), down over 4% each. I reiterated the risk of this sector on many occasions, with multiple shutdowns a real risk to the profitability of these businesses, particular should major tenants like BIG W or Target depart.

The story was similar in the US, with record new cases causing a reversal of recent loosenings, sending the S&P 500 down 1.1%, with American Airlines (MYSE: AAL) and Carnival Corp (NYSE: CCL) down over 6%.

Active vs. passive investing

It turns out active managers can outperform, with both Magellan Financial Group Ltd (ASX: MFG) and Australian Ethical Investment Ltd (ASX: AEF) improving 2.7% and 8.2%, respectively. The former announced net inflows of $249 million in June, just as the market peaked, and the latter raised profit guidance after its ESG-focused Emerging Companies Fund outperformed by ~7% for the financial year.

In a sign that times really are changing, Coles Group Ltd (ASX: COL) announced that its November, yes November, AGM will be held virtually, in what should be a boon for registry providers like Link Administration Services Ltd (ASX: LNK).

Whilst I’m somewhat tired of wiring about the company, Afterpay Ltd (ASX: APT) remains in the news. Yesterday, the buy now pay later provider reported a 112% increase in sales to $11.1 billion, 116% jump in active customers to 9.9 million and an opportunistic capital raising of $800 million as it seeks to expand into Canada. Interestingly, the founders are selling $250 million into the offer, which is never a great sign.

Lower for longer?

The pronouncements of lower returns from sharemarkets for the next 10 years are once again being heard from ‘experts’, the same comments made three years ago before markets eventually pushed closer to all-time highs.

As always, I suggest forecast be put to one side and investors focus on investing in quality, growing companies regardless of the environment.

The booming food delivery sector is seeing another round of consolidation, with Uber Technologies Inc. (NASDAQ: UBER) buying Postmates for US$2.65 billion in equity; in my view, anyone selling a company should be seeking cash and not equity no matter the quality of the buyer.

The economic news was generally positive, with the Reserve Bank of Australia leaving rates at 0.25%, but its comments were quickly overshadowed by the Victorian Prime Minister’s conference at 3.15pm.

Italian retail sales recovered, up 24.3% and only down 10.5% on 2019’s figures, while Japanese spending was down 16.2% on 2019 but only 0.1% on May. The European economy appears to be moving forward faster than the US, with Louis Vuitton Moet Hennessy (PA: MC) adding 0.3% despite the rest of the market falling 0.9%; a solid buying opportunity in my view.

This report was written by Drew Meredith, Financial Adviser and Director of Wattle Partners. To get in contact with Drew, click here to visit the Wattle Partners website.

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The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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