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Markets hit by risk off sentiment: S&P/ASX 200 (INDEXASX:XJO) down 0.3%

Both the key Australian indices fell on Monday, with the S&P/ASX200 (INDEXASX: XJO) falling 0.3% and the All Ordinaries (INDEXASX: XAO) 0.4% with the technology sector the biggest detractor, down 2.8%.

The primary culprits were Xero Limited (ASX: XRO) and WiseTech Global Ltd (ASX: WTC) which fell 3.4% and 2.3%, respectively, as the Israel-Hamas crisis made investors move back to risk off positioning while also threatening further pressure on energy price inflation.

Xero Limited (ASX: XRO) share price

On the positive side was the materials sector, which gained 0.4%, driven higher by a surging gold price and further weakening on the Australian dollar.

The likes of Regis Resources Ltd (ASX: RRL) and Northern Star Resources Ltd (ASX: NST) gained 5.8% and 3.2% amid a flock of investors returning to safe haven assets once again.

It was a similar story for energy, with the Israel conflict set to keep the oil price above US$90 per barrel and benefitting the likes of Woodside Energy Group Ltd (ASX: WDS) in the short-term.

Magellan Global Fund (ASX: MGF) restructure: CSL Limited (ASX: CSL) not hit by Ozempic

The Magellan Global Fund (ASX: MGF), a listed investment trust that has been trading at a discount, rallied 4.2% on Monday, after the company announced its intention to restricted the closed end vehicle into an unlisted open-ended one, in an effort to remove the discount to NTA.

Shares in Liontown Resources Ltd (ASX: LTR) remained in a trading halt after Gina Rinehart managed to push away global lithium giant Albemarle Corporation (NYSE: ALB) from a $6.6 billion deal with the company now needing to raise fresh funds to pay for the construction of its Kathleen Valley asset.

Liontown Resources Ltd (ASX: LTR) share price

Blood treatment group CSL Limited (ASX: CSL) fell just 0.6% on a weak day for the market, with management indicating the company would not be impacted by the increasingly popular Ozempic treatment, which has been seen as a solution to kidney treatments.

Fletcher Building Ltd (ASX: FBU) fell 8.6% after exiting a trading halt that highlighted widespread issues with a number of plumbing products.

S&P 500 (INDEXSP: .INX) gains on oil retreat: Israel-Hamas conflict to remain local

Investors paused on Monday in the US, pulling back on safe haven bond and gold purchases amid hope that the Israel-Hamas conflict would remain localised.

This pushed the oil price lower, however, many experts still see significant risk that Iran or Egypt become involved thus escalating the situation.

The result was a 1% gain in the Dow Jones Industrial Average (INDEXDJX: .DJI), 1.1% in the S&P 500 (INDEXSP: .INX) and 1.2% in the Nasdaq Inc (NASDAQ: NDAQ).

Lululemon Athletica Inc. (NASDAQ: LULU) shares gained more than 10% after the company received news it was set to be included in the S&P 500 index from Wednesday, thus attracting ETF and index fund flows.

Earnings season is set to kick off this week, beginning with Goldman Sachs Group Inc (NYSE: GS) and Bank of America Corp (NYSE: BAC) with hope that the six-month earnings recession may be reversed following another strong period for the consumer.

Goldman Sachs Group Inc (NYSE: GS) share price

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.

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At the time of publishing, the author or their clients may have a financial interest in some of companies or securities 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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