Author: openjargon

Commentary from economists and experts is now pointing towards the possibility of continued interest rate hikes. 

A new report from Global X has shed light on how investors may be able to position themselves should this come to fruition. 

According to the report, the RBA remains in a tightening posture as inflation pressures persist, including from geopolitical-driven energy shocks such as Middle East tensions. This reinforces the need for portfolios designed to remain resilient through a higher-for-longer rate regime.

Here are 5 ASX ETFs the provider believes could be worth considering. 

Global X Australian Bank ETF (ASX: BANK)

This fund invests in a diversified portfolio of Australian banking debt across the full capital structure. 

Global X said the portfolio of floating rate notes through both senior and subordinated credit and hybrid securities allows investors to benefit from rising income as rates increase, while still retaining a modest allocation to fixed-rate bonds that may provide upside should the rate cycle eventually reverse.

These securities have coupons that reset periodically in line with interest rates, meaning income rises as rates move higher. As a result, they can offer a more resilient income stream while experiencing less capital volatility compared to fixed-rate bonds.

Global X S&P/ASX 300 High Yield Plus ETF (ASX: ZYAU)

This fund invests in 50 high-dividend stocks from the S&P/ASX 200 Index.

Global X argues that with Australian dividend yields near multi-decade lows and the total amount of dividends decreasing over the last few years, relying solely on broad market income may no longer be sufficient. 

Instead, investors can consider a combination of high dividend equities and options-based strategies.

By focusing on companies with higher forecast dividend yields, investors may be able to capture an incremental yield premium of close to 1% relative to the broader benchmark, while still maintaining sector diversification and applying disciplined screening to avoid potential dividend traps.

Global X S&P/ASX 200 Covered Call Complex ETF (ASX: AYLD)

This fund uses a “covered call” or “buy-write” strategy in an effort to generate yield enhancement over and above dividends and franking. 

Global X believes this strategy could be successful during high interest rate environments or during periods of volatility. 

These strategies can generate additional income by selling call options over an equity portfolio. Importantly, option premiums are partially driven by the risk-free rate.

As rates rise, the cost of protection increases, which can lead to higher premiums for option sellers. Moreover, covered call strategies tend to outperform during sideways and downward markets. This creates an opportunity to enhance portfolio income while potentially dampening volatility.

Global X Bloomberg Commodity ETF (Synthetic) (ASX: BCOM)

This fund invests in a highly liquid, broad-based basket of commodities, including energy, grains, precious metals, industrial metals, softs and livestock.

Global X said materials and energy sectors tend to exhibit a positive relationship with inflation. 

Commodity producers also benefit from rising input prices, which can translate into stronger revenues.

For Australian investors, this is particularly relevant given the market’s natural tilt toward resources. Examining previous rate hiking cycles, energy and materials have typically been standout performers relative to other sectors, reflecting their sensitivity to inflation dynamics and their ability to benefit from elevated commodity prices and supply-side constraints.

Etfs Metal Securities Australia – Etfs Physical Gold (ASX: GOLD)

This ASX ETF delivers investors a return mirroring the growth in the Australian dollar gold price, minus the annual management fee.

The provider pointed towards historical data that suggests during times of inflation, precious commodities such as gold have outperformed. 

The post 5 ASX ETFs to navigate rising interest rates appeared first on The Motley Fool Australia.

More reading

• ASX ETFs holding up amidst global volatility 
• Which ASX gold shares have risen the most in 2026?
• 3 defensive ASX ETFs to battle through market turmoil
• Which ASX ETFs are investors flocking to amidst volatility?

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Some ASX 200 shares come up again and again in investor portfolios, and for good reason. 

BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), and CSL Ltd (ASX: CSL) have each built dominant positions in their respective industries over many years.

They’ve also all had very different share price journeys recently. That raises a simple question. Are they still worth buying today?

Here’s how I’m thinking about each of them right now.

BHP shares

I still see BHP as an ASX 200 share to buy, particularly for investors who want exposure to global commodities.

What stands out to me most at the moment is its growing exposure to copper. This is now a major earnings driver for the business, and I think that matters. Copper demand is widely expected to increase over time as electrification, renewable energy, and infrastructure investment continue to scale globally.

That doesn’t mean the path will be smooth. Commodity prices can be volatile, and BHP’s earnings will always be tied to that cycle. But I think having exposure to a commodity with strong long-term demand tailwinds is a positive.

There’s also the Jansen potash project to consider. Potash is linked to global food production, which is another long-term structural trend. It adds a different layer of diversification beyond iron ore and copper.

On top of that, BHP continues to generate strong cash flow and pay dividends, which can help balance returns during weaker periods for commodity prices.

For me, it remains a high-quality way to gain exposure to resources, with a tilt toward future-facing commodities.

CBA shares

I think Commonwealth Bank is one of the highest-quality ASX 200 shares.

The bank has built an incredibly strong position in Australia, supported by its scale, brand, and deep customer relationships. That kind of dominance is difficult for competitors to replicate.

What I like most is the consistency. Through different economic cycles, Commonwealth Bank has continued to generate strong profits and deliver reliable dividends. That track record is a big part of why the market assigns it a premium valuation.

The company’s long-term investment in technology is another factor. It has helped the bank stay ahead in digital banking, which I think reinforces its competitive advantage.

The main consideration for me is valuation. Commonwealth Bank often trades at a premium to peers, and that can limit upside if expectations are already high.

Because of that, I would label CBA shares as a buy if you aren’t already heavily exposed to banks. But in terms of quality, I think it’s hard to look past.

CSL shares

CSL has probably been the most challenging of the three over the past year.

The share price has fallen sharply, reflecting softer results, impairments, and broader uncertainty around the business. It’s been a difficult period, especially for a company that has long been seen as one of the ASX’s premier names.

There’s also been a lot going on behind the scenes. The company has changed CEO abruptly and is in the middle of a transformation program aimed at simplifying operations and improving efficiency. These kinds of changes can take time and often create short-term disruption.

Even so, I don’t think the long-term story has disappeared.

CSL remains a global biotechnology leader with a portfolio of critical therapies, strong research capabilities, and a long history of innovation. It continues to generate significant revenue from products that treat serious diseases, and demand for those therapies isn’t going away.

Encouragingly, management has maintained its full-year guidance, suggesting expectations for a stronger second half as growth improves in key areas.

I think this is one where patience matters. The turnaround may not happen overnight, but if execution improves, the current weakness could prove to be an opportunity over the long term. As a result, I would buy CSL shares at current levels.

Foolish takeaway

All three of these ASX 200 shares have different strengths, and I think they can each play a role in a diversified portfolio.

BHP offers exposure to commodities with long-term demand drivers like copper. Commonwealth Bank provides consistency and income, supported by a dominant market position. CSL brings global healthcare exposure, even if the near-term outlook remains uncertain.

None of them are immune to volatility, and each comes with its own risks. But taken together, I think they highlight the kind of quality businesses that can compound value over time.

The post Would I buy BHP, CBA, and CSL shares today? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• 3 top Vanguard ETFs I would buy in April
• Why ASX dividend shares could still be better than term deposits
• Here’s one reason why experts think the CSL share price can rise 65%!
• How I’d invest $20,000 in ASX shares right now to help build long-term wealth

Motley Fool contributor Grace Alvino has positions in CSL and Commonwealth Bank Of Australia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended BHP Group and CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you have $2,000 to invest into ASX dividend shares, then it could be worth considering the two in this article.

That’s because they have recently been named as buys by analysts at Morgans. Here’s what the broker is recommending to clients:

Dalrymple Bay Infrastructure Ltd (ASX: DBI)

Dalrymple Bay Infrastructure is the owner of the Dalrymple Bay Terminal, which provides terminal infrastructure and services for producers and consumers involved in Australian coal exports.

It effectively functions as a metallurgical coal export facility that operates as a gateway for coal from the Bowen Basin and forms part of the global steelmaking supply chain.

Morgans believes that recent share price weakness has created a buying opportunity for income investors. It said:

DBI’s share price has declined c.14% since its high on its FY25 reporting day in February. We see no factor causing a material change to the fundamental value of the business. Our forecasts and valuation includes the higher interest rate environment and elevated short-term inflation. Hence no change to our $5.35 target price. Forecast changes are negligible.

At current prices we estimate potential TSR of c.21% (including a forecast 6.2% cash yield). We view this as an attractive return (with significant margin of safety) for a defensive but growing infrastructure asset. Hence we upgrade from HOLD to BUY.

As for income, the broker is forecasting dividends of 28 cents per share in FY 2026 and then 31 cents per share in FY 2027. Based on its current share price of $5.07, this would mean dividend yields of 5.5% and 6.1%, respectively.

GQG Partners Inc (ASX: GQG)

Another ASX dividend share that Morgans recently upgraded to a buy rating is fund manager GQG Partners.

It appears optimistic that a recent uptick in its investment performance could be the start of a turnaround after a long period of fund outflows. It said:

GQG has provided a February FUM update.  Whilst monthly net flows remained negative (-US$3.2bn), strong February investment performance (+US$10.5bn), which drove +4.5% FUM growth, made this a positive update in our view. We lift our GQG FY26F/FY27F EPS by +1%-+2%, driven by increased FUM forecasts based on better investment performance than we expected. Our PT rises to A$2.03 (previously A$1.89).

We acknowledge it remains early, but the improved January and February investment performance for GQG might mark the start of a business turnaround. We continue to see the stock as undervalued trading on 8x FY1 PE and an ~11% dividend yield. With >20% TSR upside, we move to a BUY rating, previously Accumulate.

Morgans is expecting very generous dividend yields of over 10% in FY 2026 and FY 2027.

The post Where to invest $2,000 in ASX dividend shares appeared first on The Motley Fool Australia.

More reading

• 2 Australian dividend stars that still offer a good price
• Here are the top 10 ASX 200 shares today
• Dalrymple Bay Infrastructure successfully issues inaugural A$350m medium-term note
• Buy, hold, sell: DBI, GQG Partners, and Rio Tinto shares
• Recent share price weakness makes this ASX 200 infrastructure stock a buy, Morgans says

Motley Fool contributor James Mickleboro has positions in Gqg Partners. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you’re building a long-term portfolio, high-quality ASX shares are essential.

The best ASX opportunities often come from companies with scale, strong management, and exposure to powerful growth trends. Get that mix right, and you give yourself a real chance of compounding returns over time.

Here are two ASX shares that could be worth buying and holding for the long term.

ResMed Inc (ASX: RMD)

ResMed offers a compelling growth story. The $48 billion ASX share is a global leader in sleep apnea and respiratory care devices.

Its products help millions of patients worldwide, and demand is growing. Why? Two key drivers: ageing populations and rising awareness of sleep health.

Sleep apnea is still underdiagnosed globally. As detection improves, more patients enter the treatment funnel. That creates a long runway for growth.

ResMed also has a strong digital ecosystem. Its cloud-connected devices and software platforms provide ongoing patient monitoring and data insights. That builds recurring revenue and strengthens customer relationships.

Global scale, market leadership, and exposure to a growing healthcare need are the key strengths of this ASX share.

Risks are not to be overlooked though. Competition and pricing pressure are ongoing challenges. There’s also regulatory risk across different markets.

But ResMed has proven it can adapt and keep growing. The ASX healthcare share has also lost 21% in value over 6 months, which makes it more appealing to jump in.

Hub24 Ltd (ASX: HUB)

Hub24 is a growth machine — and it’s showing no signs of slowing.

Its 1H FY26 result was impressive. Net inflows hit a record $10.7 billion. Revenue jumped 26% to $245.9 million. Even better, underlying net profit surged around 60% as the business scaled.

Funds under administration climbed to $152.3 billion. And the board rewarded shareholders with a 50% increase in the interim dividend.

That’s exactly the kind of operating leverage investors want to see.

But the real story is structural.

Hub24 is benefiting from a shift in the wealth industry. Financial advisers are increasingly consolidating onto fewer platforms — a trend often called “platform monogamy.” The $7 billion ASX share is winning that battle. It now has more than 5,200 advisers using its platform, and that number keeps growing.

Hub24’s biggest strengths are strong inflows, rising market share, and a scalable business model.

Risks are never far away, with valuation being the big one. The ASX share has surged and trades on premium multiples. That leaves little room for error.

Competition is also heating up as legacy players upgrade their technology.

The bottom line

Hub24 and ResMed operate in very different industries. But they share key traits: strong growth drivers, scalable models, and leadership positions.

One is riding the wealth platform shift. The other ASX share is tapping into global healthcare demand.

Neither is cheap. But for long-term investors, quality rarely is.

If they continue executing, both could deliver strong returns over the long term.

The post 2 amazing ASX shares to buy for long-term growth appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Thursday
• How I’d invest $20,000 in ASX shares right now to help build long-term wealth
• What could $500 a month in ASX 200 shares become in 20 years?
• Forget CSL shares, this ASX healthcare stock could double in value
• Leading brokers name 3 ASX shares to buy today

Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24 and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Inflation is when an economy’s price of goods and services increases over time. It is measured as the rate of change in a period.

According to a new report from Betashares, after years of low inflation, the environment investors have become accustomed to is starting to shift.

Hans Lee, Senior Finance Writer at Betashares, said for most of the past two decades, inflation was low enough that many investors didn’t need to think about it. But that backdrop may now be shifting.

Treasury modelling flagged this month that the Iran conflict could push inflation to 5% or above. Both the RBA and the Federal Reserve have revised their inflation forecasts higher this year, with the RBA now expecting inflation to remain above its 2-3% target until early 2027.

How is inflation measured?

One way we measure this metric is using the The Consumer Price Index (CPI). 

It measures household inflation and includes statistics about price change for categories of household expenditure.

The most recent data shows CPI annual inflation was 3.7% in the 12 months to February 2026. 

This is above the Reserve Bank of Australia’s goal range of between 2-3%. 

How does it impact investors

Inflation can eat away at returns more than many investors realise. 

For example, if your portfolio gains 6% but inflation runs at 4%, your real return is only about 2%. Investors must beat inflation just to preserve wealth.

According to Betashares, this is also extremely relevant for investors approaching retirement. 

A higher assumed rate of inflation may also move the goalposts on your FIRE number retirement target. That nominal $1 million figure would now be $1 million plus the rate of inflation meaning the number you need to reach keeps rising, which means the return your portfolio needs to deliver rises with it.

Where to invest in a high inflation environment

According to the report from Betashares, for investors looking to add inflation resilience to an existing portfolio, there are particular assets that may help.

Firstly, there is historical evidence that gold has been able to preserve most of its purchasing power through inflationary periods when paper assets have struggled.

Gold focussed ASX ETFs include: 

• BetaShares Gold Bullion ETF – Currency Hedged (ASX: QAU)
• Vaneck Gold Bullion ETF (ASX: NUGG)

Another asset class to consider according to Betashares is royalty companies. 

These are businesses that own royalty streams on commodities or other assets, collecting a percentage of revenue rather than bearing production costs. 

That structure may be less exposed to rising input costs, although performance will depend on commodity prices and other factors.

For exposure to royalty companies, investors may consider Betashares Global Royalties ETF (ASX: ROYL). 

Finally, listed infrastructure often have revenues that are linked (to varying degrees) to inflation through regulated pricing or contractual arrangements. 

However, the extent of this linkage and its impact on income may vary.

An ASX ETF that provides exposure to this sector is FTSE Global Infrastructure Shares Currency Hedged ETF (ASX: TOLL). 

The post Where to invest if inflation keeps rising – Expert appeared first on The Motley Fool Australia.

More reading

• Portfolio strategies for 2 potential Middle East scenarios – Expert
• How to position your ASX portfolio in the current environment – Expert
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Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Thursday, the S&P/ASX 200 Index (ASX: XJO) had a subdued session and slipped into the red. The benchmark index fell 0.1% to 8,525.7 points.

Will the market be able to bounce back from this on Friday and end the week on a high? Here are five things to watch:

ASX 200 expected to sink

The Australian share market looks set for a heavy decline on Friday following a poor night in the United States. According to the latest SPI futures, the ASX 200 is expected to open 87 points or 1% lower this morning. In late trade on Wall Street, the Dow Jones is down 1%, the S&P 500 is down 1.75% and the Nasdaq is down 2.4%.

Oil prices rebound

It could be a good finish to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 4.5% to US$94.38 a barrel and the Brent crude oil price is up 5.4% to US$107.78 a barrel. Oil prices jumped after Iran rejected peace talks with the US.

Xero-Anthropic deal

Xero Ltd (ASX: XRO) shares will be on watch on Friday after the cloud accounting platform provider announced a deal with AI giant Anthropic. The multi-year partnership will bring Claude’s AI directly into Xero, and Xero’s financial data and tools into Claude.ai. The company notes that this will give small businesses and their accounting and bookkeeping advisors real-time financial intelligence and the ability to act on it, wherever they choose to work.

Gold price tumbles

ASX 200 gold shares including Evolution Mining Ltd (ASX: EVN) and Newmont Corporation (ASX: NEM) could have a poor finish to the week after the gold price tumbled overnight. According to CNBC, the gold futures price is down 3.9% to US$4,375.5 an ounce. Inflation and higher interest rate concerns are weighing on the precious metal.

Buy Fenix shares

Fenix Resources Ltd (ASX: FEX) shares could be good value according to the team at Bell Potter. This morning, the broker has reaffirmed its buy rating on the iron ore miner’s shares with a trimmed price target of 63 cents (from 67 cents). It said: “FEX has outlined a clear pathway to incrementally grow iron ore production to 10Mtpa at significantly lower unit costs, leveraging its integrated logistics network to underpin cash flows and fund its substantial organic growth outlook. FEX holds the largest storage position at the strategic and fast-growing Geraldton Port.”

The post 5 things to watch on the ASX 200 on Friday appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• 1 ASX dividend stock and 1 growth stock I’d buy today
• New ratings on 4 ASX 200 energy shares: experts
• Why Brazilian Rare Earths, L1 Group, Silver Mines, and Xero shares are dropping today
• Fund manager names 3 top ASX 200 dividend stocks to buy today

Motley Fool contributor James Mickleboro has positions in Woodside Energy Group Ltd and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Xero. The Motley Fool Australia has positions in and has recommended Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Kogan.com Ltd (ASX: KGN) shares are in focus today after the team at Bell Potter released updated guidance on the company. 

Here’s a quick recap of how Kogan shares have performed recently. 

Big jump after results 

Kogan is an Australian pure-play online retailer. The ASX retailer primarily caters to value-driven consumers through its private label products, spanning multiple categories including consumer electronics, appliances, homewares, hardware and toys.

In late February, Kogan shares jumped 36% across just a few days following the company’s half-year results.

However since then, its share price has been on a steady decline, dropping 13% in the last month. 

All in all, Kogan shares are almost even from where they started in 2026. 

So, what’s Bell Potter’s updated view?

It seems that Bell Potter has cautious optimism on Kogan’s future.

In a new report released yesterday, the broker it said its 1H26 result, from a revenue, gross profit, adjusted EBITDA and dividends perspective, significantly beat Bell Potter’s estimates. 

KGN delivered 1H Adjusted EBITDA margins of 7.5% toward the top end of the margin guidance range of 6-9% for FY26. The Nov-Dec seasonal period in particular was a sizable beat to BPe growing at 12% in gross sales at Kogan.com (Aus) despite cycling 47% comps in the pcp (based on BPe).

The broker also adjusted its outlook going forward. 

We make changes to our revenue and EBITDA assumptions factoring in the 1H beats and the current run-rate. We also apply some conservatism throughout our estimates given the growing competition within KGN’s category in a more challenging consumer landscape. 

This sees our medium term Adjusted EBITDA margins towards the bottom end of KGN’s target margin range of 8-12% and below company expected longer term margin aspirations towards +20%.

The net result sees NPAT forecasts +11%/+10%/+3% for FY26/27/28e.

Updated price target 

Based on this guidance, the team at Bell Potter has maintained its hold recommendation on Kogan shares. 

However, the broker did increase its target price to $3.80 (previously $3.30). 

Based on this target, it appears Kogan shares are close to fair value. 

Yesterday, Kogan shares closed at $3.66, which is roughly 3.5% lower than the target price from Bell Potter. 

The broker said:

While KGN has seen some sizeable beats in the latest result and has seen some conducive performance in the Australian business, we remain cautious on the sensitivity of the marketing investment required to cycle 2H comps in a challenging and competitive e-commerce landscape, with potentially Kogan First seeing some normalisation in the current paid subscriber base.

The post What is Bell Potter’s latest outlook for Kogan shares? appeared first on The Motley Fool Australia.

More reading

• 32 ASX shares about to go ex-dividend

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Kogan.com. The Motley Fool Australia has recommended Kogan.com. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With the recent market weakness, I think it’s a good time to start looking more closely at ASX 200 shares that have pulled back but still have strong long-term growth potential.

Broker forecasts can be useful here. While they’re not always right, they do highlight where professional analysts see value based on earnings expectations and company outlooks.

Right now, two ASX 200 shares stand out to me because analysts are pointing to potential upside of 60% or more.

Life360 Inc. (ASX: 360)

Life360 has had a tough run recently, with its share price sitting at $18.98. 

That weakness appears to have caught the attention of Bell Potter, which has a buy recommendation and a $37.75 price target on the stock. That is almost double the current share price.

A key part of the broker’s view comes down to the company’s history of outperforming expectations. It said:

We note, however, the company has a good track record of beating guidance and, for instance, upgraded the 2025 guidance at the Q2 and Q3 results last year, then upgraded again in January and beat at adjusted EBITDA in March.

That kind of consistency is something I think investors often underestimate, especially with growth companies. Even when near-term guidance looks conservative, businesses that regularly exceed expectations can still deliver strong returns over time.

Bell Potter also points out that Life360 has guided to relatively modest growth in the near term, which could leave room for a small beat, particularly on margins. It added:

We therefore believe that, after setting expectations relatively low for Q1, there is some chance of a small beat, perhaps more in the adjusted EBITDA margin rather than MAU growth.

I think that dynamic is important. Expectations matter just as much as performance when it comes to share prices. If expectations are set low, it doesn’t take much for sentiment to improve.

For me, Life360 still looks like a high-quality growth business with a large global opportunity. The recent pullback doesn’t remove the risks, but it could be creating a more attractive entry point for long-term investors with this ASX 200 share.

Lovisa Holdings Ltd (ASX: LOV)

Lovisa is a very different type of business, but I think it’s just as interesting right now.

The fashion jewellery retailer’s shares are trading at $22.80, and Morgans has a buy recommendation with a $36.80 price target. That suggests upside of more than 60% from current levels.

The broker was encouraged by the company’s recent first-half result, noting:

LOV reported a strong underlying 1H26 result with EBIT up 20.4%, ~6% ahead of our expectations, driven by store network growth and strong gross margins.

That combination of sales growth and margin strength is exactly what I like to see in a retail business. It suggests the company isn’t just expanding, but doing so profitably.

Lovisa’s store rollout is another key part of the growth story. Morgans highlighted that the company added a net 64 new stores during the half, taking its total footprint to 1,095 locations globally.

But with its shares tumbling despite the positives, the broker thinks an opportunity has opened up. It said:

We see the pull back in share price as a buying opportunity at ~23x FY27 PE.

I think that’s a fair point. The share price has come back, but the underlying business appears to still be performing well. That disconnect is often where long-term opportunities can emerge.

Foolish takeaway

Both of these ASX 200 shares could be worth considering at these prices, in my opinion.

Life360 offers a technology-driven growth story with recurring revenue and a history of beating expectations. Lovisa provides exposure to a global retail brand that continues to expand its footprint while maintaining strong margins.

The post 2 ASX 200 shares that now have 60% upside: Analysts appeared first on The Motley Fool Australia.

More reading

• 3 ASX growth shares that could rebound strongly after the selloff
• Why Life360 shares could be dirt cheap and set to rise 90%
• Top brokers name 3 ASX shares to buy today
• 5 things to watch on the ASX 200 on Wednesday
• Billionaire buying isn’t enough to lift this ASX retail stock. Here’s why

Motley Fool contributor Grace Alvino has positions in Lovisa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360 and Lovisa. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX All Ords Index (ASX: XAO) shares including New Hope Corporation Ltd (ASX: NHC), Harvey Norman Holdings Ltd (ASX: HVN) and several real estate investment trusts (REITs) have ex-dividend dates coming up next week.

In order to receive a dividend, you must own the ASX share before its ex-dividend date.

Here at The Fool, our analysts do not recommend buying ASX shares simply just to get the next dividend payment.

Our market experts say the decision to buy should be more thoughtful than that, and based on fundamental analysis.

But if you already intend to buy any of these ASX shares, you might like to consider the best timing for you.

For example, you could buy before the ex-dividend date and receive entitlement to the next dividend payment.

Or you might prefer to wait until the ex-dividend date itself, when the share price usually falls, to snap up your stock.

Here are some ex-dividend dates next week

ASX share	Ex-dividend date	Dividend amount	Pay date
Sequoia Financial Group Ltd (ASX: SEQ)	30 March	1 cent per share	7 April
Garda Property Group Ltd (ASX: GDF)	30 March	2.2 cents per share	16 April
Verbrec Ltd (ASX: VBC)	30 March	0.001 cents per share	21 April
Charter Hall Social Infrastructure REIT (ASX: CQE)	30 March	4.3 cents per share	21 April
360 Capital REIT (ASX: TOT)	30 March	0.007 cents per share	28 April
Rural Funds Group Ltd (ASX: RFF)	30 March	2.9 cents per share	30 April
Centuria Industrial REIT (ASX: CIP)	30 March	4.2 cents per share	30 April
Centuria Office REIT (ASX: COF)	30 March	2.5 cents per share	30 April
Arena REIT (ASX: ARF)	30 March	4.8 cents per share	7 May
Dexus Convenience Retail REIT (ASX: DXC)	30 March	5.2 cents per share	14 May
Dexus Industrial REIT (ASX: DXI)	30 March	4.2 cents per share	14 May
Charter Hall Long WALE REIT (ASX: CLW)	30 March	6.4 cents per share	15 May
Waypoint REIT (ASX: WPR)	30 March	4.3 cents per share	22 May
Charter Hall Retail REIT (ASX: CQR)	30 March	6.4 cents per share	29 May
Mass Group Holdings Ltd (ASX: MGH)	31 March	3.5 cents per share	17 April
New Hope Corporation Ltd (ASX: NHC)	31 March	10 cents per share	20 April
Lindsay Australia Ltd (ASX: LAU)	1 April	2.1 cents per share	17 April
ARB Corporation Ltd (ASX: ARB)	1 April	34 cents per share	17 April
Ridley Corporation Ltd (ASX: RIC)	1 April	5.1 cents per share	23 April
Harvey Norman Holdings Ltd (ASX: HVN)	1 April	14.5 cents per share	1 May

The post 20 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended ARB Corporation. The Motley Fool Australia has positions in and has recommended Charter Hall Retail REIT, Harvey Norman, and Rural Funds Group. The Motley Fool Australia has recommended ARB Corporation and Lindsay Australia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Breville Group Ltd (ASX: BRG) shares could be undervalued according to Ord Minnett.

On Thursday, the appliance manufacturer’s shares ended the session at $26.52.

This means the ASX 200 stock is down almost 30% from its high.

What is the broker saying about this ASX 200 stock?

Ord Minnett is very positive on Breville right now. This is partly due to its expansion in the United States, which has been boosted by a recent consolidation of vendors by Best Buy (NYSE: BBY). It explains:

Breville executed a major US retail expansion in late 2025 where it installed ‘store-in-store’ formats in 300 of the more than 1,000 stores operated by US big-box consumer electronics retailer Best Buy. This was part of a deliberate consolidation of vendors by Best Buy, which has rationalised its small domestic appliance offering to five brands – three primary brands in Breville, Dyson and SharkNinja and two secondary brands in De’Longhi and Bella – although brands outside that range can still sell through Best Buy’s Marketplace online channel.”

A structural advantage in a key market

The broker believes this shift in the retail landscape could work strongly in Breville’s favour. Ord Minnett explains:

The consolidation of vendors by Best Buy is described by Breville management as a “material change” to the retail channel structure in the US. The brands chosen benefit from additional shelf space and a structural lock-in, while the brands that have been de-ranged lose access to more than 1,000 retail locations. This dynamic is also playing out across other Best Buy categories, not just small domestic appliances.

As a result, the ASX 200 stock appears to be gaining a stronger competitive position in a highly important market.

Should you buy this ASX 200 stock?

According to the note, the broker has put a buy rating and $37.20 price target on Breville’s shares.

Based on its current share price, this implies potential upside of 40% for investors over the next 12 months.

In addition, a dividend yield of approximately 1.5% is expected over the period.

The broker concludes:

As a primary partner in Best Buy’s consolidated vendor strategy, this should provide Breville with a significant competitive advantage in the giant US market. Following recent weakness in the Breville share price, we upgrade to Buy from Accumulate with an unchanged price target of $37.20.

The post Ord Minnett says this ASX 200 stock can rise 40% appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Breville, Collins Foods, and MA Financial shares
• Buy, hold, sell: Breville, Goodman, and Wesfarmers shares
• How high does Macquarie think Breville shares will go?
• Leading brokers name 3 ASX shares to buy today
• Why buying ASX shares in March could supercharge your wealth

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Best Buy. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.