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S&P/ASX 200 morning report – my key takeaways from the week

The S&P/ASX 200 (ASX: XJO) is tipped to open flat on Monday according to the Sydney Futures Exchange. Here’s what you need to know.

ASX sell-off extends to four weeks

The ASX 200 fell to a nine-week low before finishing down 0.8% for the day and 1.1% for the week; making it the fourth straight week of losses.

The selling pressure was centred around financials, falling 1.2%, as geopolitical confrontations with China have increased investor anxiety. Healthcare remains the safe haven, CSL Limited (ASX: CSL) and Cochlear Limited (ASX: COH) finishing 0.5% and 1.1% higher, respectively.

Governance issues were front of mind once again, with Rio Tinto Limited (ASX: RIO) announcing CEO Jean-Sébastien Jacques, its Head of Iron Ore and Chief of Corporate Affairs, would step down following the damning inquiry into the destruction of the 25,000-year-old Juukan Gorge. This is a major scalp in the push for greater executive accountability and strong governance. The Rio Tinto share price slightly outperformed the market on Friday, finishing down 0.6%.

Meanwhile, Australia’s financial services companies continued to face questions from politicians, the likes of AMP Limited (ASX: AMP), Westpac Banking Corp (ASX: WBC) and National Australia Bank Ltd (ASX: NAB) grilled on harassment and cultural issues over several days in a sign of the times ahead.

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Nasdaq records worst week since March

The Nasdaq fell 0.8% on Friday, down 4.6% for the week making it the worst performance since March. The S&P 500 fared comparatively better, finishing flat on Friday but down a more palatable 2.5% for the shortened week.

The performance comes after an 11% intra-week fall to start September but a gain of close to 60% from the March lows; putting the weakness into context.

After being blamed for the incredible August rally, Softbank Group Corp. (TYO: 9984) CEO Masayoshi Son suggested his aggressive options trading in the major technology names may be put on hold following recent losses.

Elsewhere, it appears the glass ceiling may have finally been broken with Wall Street investment bank, Citigroup Inc. (NYSE: C) announcing a woman, Jane Fraser, as its next Chief Executive on Thursday, the first such announcement from a major Wall Street bank in history

My key takeaways from the week

As per usual, here are my three takeaways from the week:

1. ESG takes centre stage

Announcements from BHP Group Ltd (ASX: BHP), Rio Tinto and AMP in recent weeks have seen ESG or Environmental, Social and Governance issues become centre stage for both boards and investors; some would say about time.

Thus far, the pandemic has hit the most vulnerable people the hardest, with a combined effort between governments and the private sector required to have any hope of returning the global economy to its previous state. This will require companies to consider all stakeholders, not just shareholder profits.

2. Beware the froth

The tech sell-off and similar weakness in ASX buy now, pay later shares once again confirmed that valuations can overheat and that investors must beware the froth by refusing to follow popular momentum and high-risk strategies.

3. Nuance required

This leads to my final thought, the growing importance of ‘nuance’ when investing in 2020 and beyond. Broad brush views like ‘sharemarkets are overvalued’, ‘value outperforms growth’ and ‘tech is in a bubble’ are great headlines but offer little insight into the inner workings of the companies they represent.

In the coming months and years, performance will be driven by a willingness to look deeper, beyond the headlines to find the best options from across the world.

This article 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.

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.


Disclosure: At the time of publishing, Drew owns shares of CSL.

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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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