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ASX 200 morning report – Magellan & ASX gold miners in focus

The S&P/ASX 200 (ASX: XJO) benefitted from a strong overseas lead but managed to deliver a gain of just 0.1% on Friday.

The ASX technology sector continues to be the largest drag, falling 3.9% for the day and 4.5% for the week, with energy and materials both gaining over 1%.

Afterpay Ltd (ASX: APT) and Zip Co Ltd (ASX: Z1P) were among the biggest detractors, falling 7.6% and 6.1%, respectively, after the US government announced a review of the fast-growing BNPL loan sector.

ASX gold miners shine

The ASX materials sector gained 2.3% across the week with gold miners topping the leaderboard as the threat of rate hikes sends investors back into the traditional volatility and inflation hedge.

Northern Star Resources Ltd (ASX: NST) gained 5.6%, Evolution Mining Ltd (ASX: EVN) gained 4.2%.

Magellan loses ‘material’ client

Magellan Financial Group Ltd (ASX: MFG) shares were 1.7% higher before entering a trading halt with management indicating it had lost a ‘material contract’.

Rumours are swirling that it may have lost the St James Place contract from the UK financial advisory firm, which is said to represent as much as 18% of Magellan’s assets under management.

This comes after a ~40% fall in the Magellan share price on rising uncertainty.

Magellan share price chart

Source: Rask Media 2-year Magellan share price chart

ASX 200 today

Despite a negative lead from US markets, the ASX 200 is set to open broadly flat on Monday.

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 in Zip and Magellan.

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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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