Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

ASX 200 set to slide – ORG, WAM & PAF shares in focus

The S&P/ASX 200 (ASX: XJO) fell another 1.5% on Tuesday as a spike in bond yields in the US and a lack of clarity on the US debt ceiling put markets into a tailspin.

Every sector was lower with healthcare the hardest hit, dragging down over 3% on the back of a 3.8% fall in CSL Limited (ASX: CSL) despite the lack of any announcement. This suggests it may be portfolio rebalancing ahead of the end of the quarter.

ASX materials were similarly weak, with Fortescue Metals Group Limited (ASX: FMG) falling 5.6% even though the iron ore price gained strongly.

Energy boom

The highlight by far was the energy sector with Brent crude hitting US$80 per barrel making it the only gainer, up 4.3%.

The sustained rally comes amid an impending energy shortage with many countries now seeking to hoard their own resources.

The biggest beneficiary of the rally was Beach Energy Ltd (ASX: BPT) which gained over 10%, along with Woodside Petroleum Limited (ASX: WPL) and Santos Ltd (ASX: STO), which both hit multi-year highs.

Featured: Making share investing simple with Danielle Ecuyer

Retail sales hit by lockdowns

In an extremely predictable event, retail trade fell 1.7% in August, the third consecutive decline.

NSW and Victoria were the biggest detractors with extended lockdowns sending spending over 3% lower with little hope of a short-term rebound.

Temple & Webster Group Ltd (ASX: TPW) and Redbubble Ltd (ASX: RBL) both fell over 3%.

Origin’s big profit

Origin Energy Ltd (ASX: ORG) announced that its initial $134 million investment in one of the world’s leading energy retailers, Octopus Energy, had tripled in value in less than 12 months.

This comes as Generation Investment takes a 7% stake in Octopus that values the company at £3 billion. The Origin share price finished 5.2% higher on the news.

WAM bids for PM Capital

Geoff Wilson’s WAM Capital Limited (ASX: WAM) has continued its acquisitive ways, making a takeover offer for the PM Capital Asian Opportunities Fund (ASX: PAF) listed investment company (LIC).

The $50 million fund was in the process of merging with PM Capital’s other LIC with the deal offering one WAM share for every 1.99 PAF shares; the LIC finished 4.3% higher and in line with its NTA.

ASX 200 today

The ASX 200 is set for another red day as all three US benchmarks tumbled lower overnight. The tech-heavy Nasdaq fared the worst, ending the session down 2.8%. To find out more, check out my US stock market report.

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.


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

Powered by

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

Skip to content