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S&P/ASX 200 to slide – MFG, HVN & ASX gold shares in focus

The S&P/ASX 200 (ASX: XJO) is tipped to slide at the open this morning after US markets took another backwards step overnight. Here’s what’s making headlines.

ASX nears three month low

The selling pressure continued on Monday, the ASX 200 falling another 0.7%, now nearing the low points of June.

Source: Rask Media XJO 6-month chart

The selling was widespread, National Australia Bank Ltd (ASX: NAB) and BHP Group Ltd (ASX: BHP) down 1.4% and 1.2%, respectively.

The biggest news came from Magellan Financial Group Ltd (ASX: MFG), who announced a $140 million on-balance sheet investment in the latest Australian investment bank, Barrenjoey Capital Partners. The investment has been made from Magellan’s balance sheet, not within one of its many equity funds. Magellan shares fell 3.4% on the news. This decision is a difficult one to judge, a fund manager providing seed capital for an investment bank, where generally it’s the other way around; I’ll be reserving judgement for at least six months.

At the other end of the spectrum, Platinum Asset Management Ltd (ASX: PTM) CEO Andrew Clifford has suggested there are signs of a “fully fledged investment mania” driving the incredible rally in stocks.

Virgin Money stalls, Harvey Norman recovery continues

OceanaGold Corp (ASX: OGC) and St Barbara Ltd (ASX: SBM) reiterated the very real difference between an exposure to gold bullion and an investment in gold miners. Both shares fell around 7% on Monday after announcing unexpected production setbacks or worse than anticipated results. I’m not suggesting that gold miners can’t be quality investments, rather that for those seeking a hedge against volatility, physical bullion is the most suitable option.

Australian-listed UK ‘challenger’ bank Virgin Money UK (ASX: VUK) fell 9.2% after receiving a number of broker downgrades as the threat of UK-wide lockdowns increase along with a growing likelihood of negative rates, which would further hit profit margins.

Elsewhere, Harvey Norman Holdings Limited (ASX: HVN) added 2.1% after providing a positive update to investors, global sales increasing 30.6% from July to September and Australian franchise sales recovering by a further 34%. The result was a 180% increase in profit across July and August. The company is benefitting from a diversion of spending on travel, but it’s yet to be seen what impact the end of JobKeeper payments will have in March.

Tik Tok deal on again, off again, Dow falls 500 points

US markets were once again hit with a combination of rising geopolitical risk and a lack of clarity on fiscal stimulus. After appearing to cool relations with China, the deals made by Oracle Inc. (NASDAQ: ORCL) and Walmart Inc. (NYSE: WMT) to acquire 20% of the US operations of Tik Tok appears dead after Trump threatened to renege on his approval. The Chinese are similarly pushing back on the threat to their own privacy.

Over the weekend, a Federal Judge blocked Trump’s ban on the We Chat app, suggesting it was an important communication tool for Chinese Americans, showing the checks and balances of the US system still have some power.

A second stimulus deal for a stuttering US economy facing the threat of another wave of lockdowns appears unlikely, hitting financials with JP Morgan Inc. (NYSE: JPM) heading 3.1% lower. The banking sector was also hit by an investigative story highlighting many illicit transactions occurring through global banks.

Overall, the S&P 500 finished down 1.3%, but the technology sector, behind Adode Inc (NASDAQ: ADBE) and Zoom Video Communications Inc (NASDAQ: ZM), held the Nasdaq to a loss of just 0.1%. This trend is set to continue as the world comes to terms with an impending election, stuttering growth and the threat of a second wave of lockdowns due to the resurgence of COVID.

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, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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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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