Category: Stock Market

Last week I covered the growing upside for the global robotics industry. 

Investment, development and application are all reinforcing the case for investment in this sector. 

In good news for those interested in this space, the team at Global X have just announced the new Global X Humanoid Robotics ETF (ASX: HMND). 

Fund overview

The Global X Humanoid Robotics ETF (HMND) aims to capture the next phase of AI as intelligence moves into the physical world.

Global X said it includes companies across humanoid and service robotics, industrial and autonomous systems and assistive technologies. It also targets the underlying AI and hardware stack that powers next-generation robotics. 

Selection is based on measurable exposure to the theme, ensuring that constituents derive a meaningful portion of their revenues from relevant activities.

By taking a value chain approach, the strategy avoids relying on a narrow set of early-stage manufacturers and instead provides exposure to the broader infrastructure required for humanoid robotics to scale globally.

The fund includes 30 underlying holdings. 

The majority of the fund includes companies based in China (37.03%), South Korea (30.50%) and The United States (26.45%). 

The management cost is 0.57% per annum. 

The case for humanoid robotics

According to a new report from Global X, the global economy is entering the next phase of the AI cycle. Intelligence is now extending beyond software and into the physical world. 

The report said the past decade has been defined by digital platforms and computing. However, the next phase is centred on applying that intelligence to real-world tasks through robotics. 

Humanoid robots are designed to operate within human environments, enabling automation across a far broader set of use cases than traditional industrial systems. This shift is not incremental as it reflects a transition from automating processes to replicating human capability.

As labour constraints intensify, productivity growth remains constrained, and capital continues to flow into AI, the convergence of robotics and artificial intelligence is beginning to unlock a new multi-year investment cycle that extends well beyond the factory floor.

AI and robotics funds

Global X is an ETF provider that has built out a considerable list of thematic ASX ETFs. 

The new Global X Humanoid Robotics ETF, is the latest to target robotics and AI. 

For investors looking for other ASX ETFs in this sector, some options include: 

• Etfs Robo Global Robotics And Automation ETF (ASX: ROBO) – seeks to invest in companies that potentially stand to benefit from increased adoption and utilisation of robotics and artificial intelligence.
• Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ) – targets global companies involved in the production or use of robotics and robotics-focused AI products and services.

The post Meet the newest humanoid robotics ASX ETF from Global X appeared first on The Motley Fool Australia.

More reading

• 3 of the best ASX ETFs to buy and hold for a decade
• 3 reasons this AI and Robotics ASX ETF is a long term play
• 3 ASX ETFs that could be strong picks for investors in their 30s
• Why now could be the best time in years to buy NDQ and these ETFs
• 3 ASX ETFs that could be massive winners by 2036

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.

Looking to put fresh money to work this April? ASX exchange-traded funds (ETFs) remain one of the simplest and smartest ways to build a diversified portfolio. And right now, there are some standout options for Aussie investors.

From low-cost local exposure to global growth leaders, here are five of the best ASX ETFs to consider today.

Vanguard Australian Shares Index ETF (ASX: VAS)

First up is this popular Vanguard ETF, which remains a go-to core holding for local market exposure. This fund tracks a broad basket of Australian shares and includes many of the ASX’s biggest dividend payers like BHP Group Ltd (ASX: BHP) and Wesfarmers Ltd (ASX: WES).

If you want a reliable, set-and-forget foundation for your portfolio, VAS is hard to beat.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

For global diversification, the ASX ETF stands out. It gives investors access to hundreds of companies across major developed markets, including the US, Europe, and Japan.

With names like Apple Inc (NASDAQ: AAPL) and Microsoft Corp (NASDAQ: MSFT) in the mix, it’s a powerful way to tap into global growth trends. This fund remains one of the most popular ETFs and it helps reduce overexposure to Australian banks and miners.

BetaShares Australia 200 ETF (ASX: A200)

If keeping fees as low as possible is your priority, take a look at the BetaShares Australia 200 fund. The ASX ETF offers exposure to 200 of Australia’s largest companies at one of the lowest management fees on the market.

Over the long term, those lower costs can make a meaningful difference to your returns. This BetaShares fund could be a low-cost alternative to VAS.

iShares S&P 500 ETF (ASX: IVV)

Want more direct exposure to the powerhouse US market? This index fund is a popular pick. It tracks the S&P 500, giving you access to 500 of America’s largest companies.

With the US continuing to lead in innovation — particularly in tech and Artificial Intelligence — IVV offers a simple way to ride that wave.

VanEck MSCI International Quality ETF (ASX: QUAL)

Finally, for investors looking for a quality tilt, this VanEck fund is worth a look. It’s great for investors who want Warren Buffett-style businesses globally.

This ETF focuses on high-quality global companies with strong balance sheets, stable earnings, and competitive advantages. It’s a great option if you want to reduce risk while still staying invested in global equities.

Foolish Takeaway

The bottom line? You don’t need to overcomplicate things.

A handful of high-quality ETFs like these can form the backbone of a strong, long-term portfolio — and April could be a great time to get started.

The post 5 of the best ASX ETFs to buy in April appeared first on The Motley Fool Australia.

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• Is it too late to start investing in ASX shares in your 40s?
• How the average Aussie at 30 could reach over $1 million in superannuation
• This simple ASX ETF strategy could quietly build serious wealth
• My best blue-chip ASX 200 buys for April
• Buy, hold, sell: BHP, Guzman Y Gomez, and Pro Medicus shares

Motley Fool contributor Marc Van Dinther has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple, Microsoft, Wesfarmers, and iShares S&P 500 ETF and is short shares of Apple. The Motley Fool Australia has recommended Apple, BHP Group, Microsoft, Vanguard Msci Index International Shares ETF, Wesfarmers, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a decline. The benchmark index fell 0.65% to 8,461 points.

Will the market be able to bounce back on Tuesday? Here are five things to watch:

ASX 200 set to edge higher

The Australian share market looks set for a subdued session on Tuesday following a poor start to the week in the US. According to the latest SPI futures, the ASX 200 is poised to open the day 1 point higher. In late trade on Wall Street, the Dow Jones is up a fraction, but the S&P 500 is down 0.5% and the Nasdaq is 0.9% lower.

Oil prices jump

It could be a good session for ASX 200 energy shares such as Karoon Energy Ltd (ASX: KAR) and Santos Ltd (ASX: STO) after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 4.35% to US$103.96 a barrel and the Brent crude oil price is up 1.25% to US$113.98 a barrel. This leaves oil prices on track to post a record monthly surge.

Shares going ex-dividend

A number of ASX shares are going ex-dividend this morning and could trade lower. This includes Cromwell Property Group (ASX: CMW), GenusPlus Group Ltd (ASX: GNP), Maas Group Holdings Ltd (ASX: MGH), and New Hope Corporation Ltd (ASX: NHC). The latter will be paying its shareholders a 10 cents per share fully franked dividend next month on 20 April.

Gold price edges higher

ASX 200 gold shares Evolution Mining Ltd (ASX: EVN) and Ramelius Resources Ltd (ASX: RMS) could have a relatively positive session on Tuesday after the gold price edged higher overnight. According to CNBC, the gold futures price is up 0.1% to US$4,494.7 an ounce. This was driven by increased demand for safe haven assets.

Strike Energy named as a buy

The team at Bell Potter has named Strike Energy Ltd (ASX: STX) shares as a speculative buy with a 15 cents price target. This implies potential upside of over 40% for investors from current levels. It said: “STX announced that the Western Australian Economic Regulation Authority had finalised its determination for the Benchmark Reserve Capacity Price for the 2028/29 capacity year at $488,500/MW per year which could support revenues of around $42m from the South Erregulla project, before electricity sales.”

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

More reading

• ASX share market sell off: Buy in the dip or stay on the sidelines?
• Here are the top 10 ASX 200 shares today
• ASX 200 sinks deeper as oil shock sparks fresh recession fears
• Catapult Group targets bigger ACV per team
• Greatland Resources delivers major resource upgrade at Telfer

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 GenusPlus Group. The Motley Fool Australia has recommended GenusPlus Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

April is shaping up as an interesting time to be putting money to work.

Markets have pulled back, sentiment has wobbled, and a lot of quality growth names are no longer trading at the same stretched valuations we saw not that long ago.

For me, that is typically when I start leaning in.

Here are three ASX growth shares I would be comfortable buying this month.

HUB24 Ltd (ASX: HUB)

What I like about HUB24 is that it sits right in the middle of a structural shift.

More Australians are moving toward financial advice platforms, and advisers are increasingly consolidating onto the providers that offer the best technology and user experience. HUB24 continues to win on both fronts.

The momentum here is hard to ignore. The company delivered record platform inflows in the first half and continues to take market share, with funds under administration climbing strongly.

But what stands out to me is the operating leverage.

As more funds flow onto the platform, the economics improve. Revenue grows, margins expand, and earnings can scale faster than costs over time.

This is exactly the type of business model I look for in a long-term compounder.

It will not be cheap on traditional metrics, but I think that reflects the quality of the growth on offer.

Codan Ltd (ASX: CDA)

Codan is one I think is often misunderstood.

Many investors still associate it primarily with metal detection, which has been a strong performer. But the real growth story, in my view, is the communications segment and its exposure to defence, security, and increasingly, drone and counter-drone technology.

The company’s communications division is seeing strong demand from defence and unmanned systems, with revenue from the unmanned segment rising significantly and reflecting a broader structural shift in how conflicts and security operations are evolving.

That matters.

The world is becoming more complex from a geopolitical perspective, and technologies linked to drones, surveillance, and secure communications are becoming more important.

Codan sits right in that ecosystem.

What I like is that this is not a single-product story. It has multiple growth drivers across communications and metal detection, which helps diversify earnings while still benefiting from powerful tailwinds.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is one of those businesses that just keeps executing.

It does not always get the same attention as some of the higher-profile tech names, but I think it is one of the highest-quality software companies on the ASX.

What stands out to me right now is its confidence.

The company recently upgraded its guidance, expecting profit growth of 18% to 20% and strong recurring revenue expansion, driven in part by its continued push into AI-enabled products.

That tells me demand is strong and visibility is high.

I also like the consistency. This is a business that has built its reputation on delivering steady, reliable growth over long periods of time.

When you combine that with a SaaS model, high customer retention, and expanding global footprint, it starts to look like a classic long-term compounder.

Yes, it often trades at a premium. But I think that premium is earned.

Foolish takeaway

I think April could be a great time to selectively add growth exposure.

Volatility has created opportunities, but I am not necessarily looking for the cheapest stocks. I am looking for businesses with strong tailwinds, scalable models, and the ability to keep growing over many years.

HUB24, Codan, and TechnologyOne all tick those boxes for me.

The post 3 strong ASX growth shares I want to buy in April appeared first on The Motley Fool Australia.

More reading

• How to become a millionaire with a $5,000 investment in ASX 200 shares each year
• Hub24 vs Netwealth: Which ASX tech stock is the better buy now?
• Top Australian shares to buy right now with $2,500
• 5 oversold ASX 200 shares to buy according to Wilsons
• 2 ASX shares I’d buy if the market fell another 10%

Motley Fool contributor Grace Alvino has positions in Codan and Hub24. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24 and Technology One. The Motley Fool Australia has recommended Hub24 and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Australian share market has tumbled again. At the close of the ASX on Monday afternoon, the S&P/ASX 200 Index (ASX: XJO) slumped 0.6%. The index has fallen over 8% in March alone. 

ASX share market weakness has been driven by several factors, including global share market weakness, ongoing conflict in the Middle East, concerns about fuel prices and supply chain disruptions. 

Rising inflation figures and fears about more Reserve Bank interest rate hikes have also contributed to broad-based selling. 

And the problem is, this volatility is unlikely to ease in the near future.

The question is, does the current market present a once-in-a-lifetime opportunity for investors to buy in the dip? 

Or is it a better idea to sit tight until the worst is over?

Why it could be better to buy in the ASX share market dip?

ASX share market dips often mean that bargain-hunting investors can buy into high-quality stocks at below their fair value.

After all, it’s worth remembering that historically, markets will eventually recover from geopolitical shocks. While it’s likely that there could be more downside yet to come, investors who want their money to grow over the next five or 10 years could benefit from buying and holding onto shares with high-growth potential.

Take Zip Co Ltd (ASX: ZIP) for example. The company’s shares have plummeted over the past six months after investors took gains off the table following a strong price rally in 2025. 

As a tech company, Zip has also been caught up in the recent sector-wide tech sell off. Rising concerns about the global impact of the war in the Middle East have driven investors away from high-growth technology stocks and towards more stable assets.

But the company’s outlook is strong and analysts are tipping an upside of up to 255% over the next 12 months, at the time of writing.  

The cons of buying the the dip is that there could well be more downside to come before shares bottom out and start rising again. 

Why it could be better to stay on the sidelines?

Economists believe the Reserve Bank will raise interest rates again in 2026. This will increase borrowing costs, put pressure on household spending, and restrict company profit margins.

And if the conflict in the Middle East escalates further, or goes on for a lot longer than expected, it could have widespread repercussions on company costs and supply chains.

There is also concern that share prices across some sectors have risen faster than their business fundamentals. 

Take Commonwealth Bank of Australia (ASX: CBA) for example. The banking giant’s share price is overvalued relative to its peers, and it’s not supported by earnings or business fundamentals. CBA’s current price-to-earnings (P/E) ratio, at the time of writing, is 27.62, which is much higher (and therefore more expensive) than that of other major banks. Analysts are forecasting the shares to crash up to 47% over the next 12 months.

If you’re a more risk-adverse investor or one who wants to invest for the short term, now is the perfect time to sit back and wait. The market hasn’t priced in the worst-case scenario yet.

Ultimately, whether to buy in the dip or sit on the sidelines right now depends on your risk tolerance and how confident you are about a near-term market recovery.

The post ASX share market sell off: Buy in the dip or stay on the sidelines? appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• Here are the top 10 ASX 200 shares today
• Down 55%! Can this ASX financial stock stage a major comeback?
• Forget CBA shares and buy this ASX ETF: experts
• ASX 200 sinks deeper as oil shock sparks fresh recession fears

Motley Fool contributor Samantha Menzies 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.

With April just around the corner, now could be a great time to consider making some new additions to an income portfolio.

But which ASX dividend shares could be top picks for the month ahead? Let’s take a look at three that could be worth considering.

HomeCo Daily Needs REIT (ASX: HDN)

HomeCo Daily Needs REIT could be an ASX dividend share to buy next month. It offers exposure to a portfolio of convenience-based retail properties, including supermarkets and essential service centres.

What makes this business particularly appealing is the resilience of its tenant base. These are typically retailers that consumers rely on regardless of economic conditions, which helps support stable rental income.

In fact, its recent half-year results highlight the strength of this model, with occupancy and rent collection both remaining above 99%. In addition, the trust continues to grow through a pipeline of development projects and targeted acquisitions.

With a focus on essential retail and consistent income generation, HomeCo Daily Needs REIT could be an attractive option for investors seeking dependable dividends.

Smartgroup Corporation Ltd (ASX: SIQ)

Smartgroup may be a less well-known ASX dividend share, but it has been quietly delivering strong results.

The company provides salary packaging and novated leasing services, benefiting from a large and growing customer base across corporate and government sectors. Its capital-light business model supports strong cash flow and high returns on equity.

Its recent performance has reinforced this strength, with EBITDA growing 14% and margins expanding to 41% in FY 2025. The company also returned a significant portion of earnings to shareholders, with dividends representing 90% of net profit.

Looking ahead, with strong cash generation and a supportive demand backdrop, it appears well positioned to continue delivering attractive dividends.

Woolworths Group Ltd (ASX: WOW)

Woolworths remains one of the ASX’s most dependable dividend shares, underpinned by the consistent demand for groceries and everyday essentials.

What makes the investment case more compelling today is the progress it is making operationally. Recent results showed improving customer metrics and stabilising market share, supported by targeted investment in value and convenience. This suggests the business is strengthening its competitive position, which is critical for sustaining earnings over time.

At the same time, Woolworths is driving productivity gains and cost efficiencies while continuing to invest in its supply chain and digital capabilities. These initiatives are aimed at supporting margins and cash flow as conditions normalise.

With a resilient earnings base, improving operational momentum, and a clear focus on efficiency, Woolworths appears well placed to deliver reliable and gradually growing dividends over the long term.

The post Why Woolworths and these ASX dividend shares could be buys in April appeared first on The Motley Fool Australia.

More reading

• This ASX ETF is perfect for an uncertain world
• How to build a defensive ASX share portfolio in 2026
• 3 blue-chip ASX dividend shares to buy and hold
• A $500 million deal just dropped for Woolworths. Here’s what investors need to know
• 1 ASX dividend stock and 1 growth stock I’d buy today

Motley Fool contributor James Mickleboro has positions in Woolworths Group. 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 positions in and has recommended Smartgroup and Woolworths Group. The Motley Fool Australia has recommended HomeCo Daily Needs REIT. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

We’ve always lived in an uncertain world. However, I think it’s fair to say that 2026 is shaping up to be a lot more uncertain than 2025. If the energy shocks that have gripped the globe since the start of March continue, we might be looking at the most uncertain year since 2020. Investing through such uncertainty can be intimidating. That’s why I think one ASX exchange-traded fund (ETF) is worth a look right now.

It’s my view that ASX investors who are looking to brace their portfolios against further geopolitical or economic shocks should resist the siren’s song of buying energy shares, oil ETFs or other short-term bets.

Instead, those investors should consider which companies are best placed to protect their earnings bases amid the significant challenges that the world is currently throwing their way.

It’s my view that consumer staples stocks are a sector that is best positioned to protect investor capital amid high levels of uncertainty. Consumer staples stocks are companies that produce or sell goods that we tend to need to buy regularly. That includes food, drinks and household essentials, as well as alcohol and tobacco. Woolworths Group Ltd (ASX: WOW), Coles Group Ltd (ASX: COL) and Endeavour Group Ltd (ASX: EDV) are all prominent examples on the ASX.

However, I think an ASX ETF is a better option than a single ASX stock in terms of protecting a portfolio against uncertainty. That’s why I think the iShares Global Consumer Staples ETF (ASX: IXI) is a perfect fund for an uncertain 2026.

Why this ASX ETF is an antidote for uncertainty

As the name implies, this ASX ETF holds a basket of global consumer staples stocks. These range from food and drink producers like Coca-Cola Co, Nestle and Cadbury-owner Mondelez International and makers of household essentials like Colgate-Palmolive and Procter & Gamble to staples retailers and grocers like Walmart, Costco Wholesale and Kroger. Even our own Woolworths and Coles feature as holdings.

It’s my view that these sorts of companies can ride out economic shocks and inflation better than any other sector. We all need to buy food and household essentials on a regular basis. That means that, although painful to consumers, these companies can effectively pass on higher costs without the threat of significant sales losses.

Even if consumers switch en masse from expensive branded products to cheaper home-brand options, this ASX ETF holds a mix of companies with strong brands (Procter & Gamble, Coca-Cola) and supermarket stores, mitigating this potential trend.

IXI’s holdings are also spread across many different markets, also lowering geographic and currency risk to the ASX investor.

Pulling all of these factors together, and I think we have an ASX ETF that is a perfect investment for the uncertain world we find ourselves in in 2026.

The post This ASX ETF is perfect for an uncertain world appeared first on The Motley Fool Australia.

More reading

• Why Woolworths and these ASX dividend shares could be buys in April
• Should you buy Coles, Light & Wonder, and TPG Telecom shares in April?
• How to build a defensive ASX share portfolio in 2026
• 3 blue-chip ASX dividend shares to buy and hold
• A $500 million deal just dropped for Woolworths. Here’s what investors need to know

Motley Fool contributor Sebastian Bowen has positions in Coca-Cola, Costco Wholesale, Mondelez International, and Procter & Gamble. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Colgate-Palmolive and Costco Wholesale. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Kroger and Nestlé. The Motley Fool Australia has positions in and has recommended Woolworths Group and iShares International Equity ETFs – iShares Global Consumer Staples ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are in the market for some new additions to your portfolio, then it could be worth hearing what Morgans is saying about the ASX 200 shares in this article.

Is it bullish, bearish, or something in between? Let’s find out:

Coles Group Ltd (ASX: COL)

The team at Morgans believes that this supermarket giant could be worth considering following recent share price weakness.

Although its half-year result was a touch softer than it was expecting, the broker has put an accumulate rating and $22.90 price target on Coles’ shares. It said:

While COL’s 1H26 result was slightly softer than expected, execution remains strong in the core Supermarkets division. […] Despite the slight downgrade to earnings, our target price remains unchanged at $22.90 due to a roll-forward of our valuation to FY27 forecasts. With a 12-month forecast TSR of 15%, we upgrade our rating to ACCUMULATE (from HOLD).

In our view, COL continues to perform well with key Supermarkets metrics such as customer scores, sales growth, cost discipline and store execution remaining solid. We hence view the recent share price pullback as an attractive entry point.

Light & Wonder Inc. (ASX: LNW)

Another ASX 200 share that Morgans has been looking at is gaming technology company Light & Wonder.

The broker has been pleased with the company’s performance and believes it is well-placed to build on this. Morgans recently put a buy rating and $195.00 price target on its shares.

It named four reasons why it thinks investors should snap up Light & Wonder’s shares. They are:

In our view, LNW trades on an undemanding valuation given: (1) supportive NA EGM demand; (2) litigation overhang behind it; (3) a balance sheet set to de-lever through 2026 (MorgansF: ~2.9x); and (4) Grover providing a high-return, recurring revenue vertical growing ahead of expectations. We upgrade to BUY, however lower our price target to A$195 (previously A$200).

TPG Telecom Ltd (ASX: TPG)

Finally, the broker notes that this telco delivered a full-year result in line with expectations.

It was particularly pleased with TPG Telecom’s subscriber growth after a period of underperformance. It has put an accumulate rating and $4.40 price target on its shares. It said:

TPG’s FY25 result was in line with guidance and consensus expectations, as was its underlying EBITDA and capex guidance for FY26. The highlight was continued strong mobile subscriber growth. For many years TPG/Vodafone has struggled to grow mobile market share. However, over the course of 1HCY25 and 2HCY25 it has ignited growth and outpaced peers in terms of mobile subscriber growth.

Its network quality and brands are resonating with consumers and medium-term mobile growth could soon become a trend. We make non-material underlying forecast changes. Our target price lifts to $4.40 from $4.20 and we retain our Accumulate recommendation.

The post Should you buy Coles, Light & Wonder, and TPG Telecom shares in April? appeared first on The Motley Fool Australia.

More reading

• Brokers name 3 ASX shares to buy right now
• How high does Macquarie think this gaming stock will go?
• Which defensive ASX shares are outperforming right now?
• 3 of the safest ASX 200 dividend stocks in Australia
• Grow your dividends alongside your job earnings with these Australian stocks

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 Light & Wonder Inc. The Motley Fool Australia has recommended Light & Wonder Inc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

For Australian investors, the S&P/ASX 200 Index (ASX: XJO)’s recent volatility may actually be creating one of the best buying opportunities of 2026.

The ASX 200 benchmark has pulled back from recent highs and is down more than 8% over the past month at the time of writing. 

At first glance, that sort of market action can feel unsettling. But history shows that the best long-term returns are often made when quality assets are bought during periods of fear, not euphoria.

War tension, sticky inflation

In recent weeks, the ASX 200 has swung sharply as investors weighed a mix of concerns. They’ve been hit with elevated oil prices, renewed Middle East tensions, sticky inflation, and questions about whether the artificial intelligence boom can continue to justify huge spending levels.

Over the past five years, the ASX 200 has enjoyed a strong run, supported by strength in the banks, miners, and a growing technology sector. Optimism around AI, resilient commodity demand, and strong corporate earnings all helped push the market toward record levels earlier this year. 

Back then, buying stocks likely felt easy. Every rally seemed to validate the decision.

Ironically, it’s much smarter to buy when confidence is shaky.

High-quality at better prices

That’s because market dips allow investors to purchase the same high-quality businesses at more attractive prices. Whether it’s blue-chip shares like Commonwealth Bank of Australia (ASX: CBA), CSL Ltd (ASX: CSL), or BHP Group Ltd (ASX: BHP), or even beaten-down technology names, a broad ASX pullback can lower the price of future earnings power.

And right now, much of the current uncertainty is driven by factors that are unlikely to last forever.

No one knows exactly when geopolitical tensions in the Middle East will ease, or how long oil markets will remain volatile. But history suggests that these periods of disruption eventually move toward resolution.

We’ve already seen how quickly sentiment can improve, with the ASX 200 recently posting its strongest one-day gain in a year on hopes of easing conflict and softer inflation data. 

Robust AI and automation demand

The same logic applies to AI concerns.

Yes, investors are questioning whether current spending levels are sustainable. But demand for AI infrastructure, data centres, cybersecurity, and automation remains robust globally.

That trend continues to support many ASX 200 winners, from tech enablers to energy and infrastructure providers.

Smartest entry point of 2026

Most importantly, buying the dip shifts the odds in your favour.

When share prices fall, but the long-term earnings power of great businesses remains intact, future returns improve. Lower entry prices can mean higher dividend yields, better capital growth potential, and less downside from valuation compression.

That’s why the current ASX 200 weakness could end up looking, in hindsight, like one of the smartest entry points of 2026.

Foolish Takeaway

The market never rings a bell at the bottom.

But for patient Australians with a long-term mindset, today’s ASX 200 volatility may be exactly the kind of opportunity that builds serious wealth over the next decade.

Sometimes the best financial decisions feel the hardest in the moment. And buying this dip may be one of them.

The post Why buying the ASX 200 dip now could be 2026’s smartest move appeared first on The Motley Fool Australia.

More reading

• Should you buy Coles, Light & Wonder, and TPG Telecom shares in April?
• 3 reliable ASX dividend shares for set-and-forget investing
• Buy, hold, sell: Northern Star, Telix, and Virgin Australia shares
• Here are the top 10 ASX 200 shares today
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Motley Fool contributor Marc Van Dinther has positions in BHP Group. 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.

When it comes to set-and-forget investing, it’s important to have a solid framework and ask yourself the right questions. Essentially, you are looking for ASX dividend shares that have a solid defensive moat, an understandable business model, a resilient balance sheet, a growth runway, and a fair price.

Here are three worth considering for your set-and-forget investing portfolio.

Washington H. Soul Pattinson and Co Ltd (ASX: SOL)

While the name is often thought of in terms of the pharmacies, the company divested its last remaining interests in the retail chain in 2020. Today, it is an investment company that owns a portfolio designed to build wealth steadily over time.

In 2025, it completed a merger with building materials manufacturer Brickworks Limited, ending five decades of cross-shareholdings between the companies. The new arrangement created a $14 billion investment powerhouse, further improving liquidity and transparency.

Why is Washington H. Soul Pattinson a solid ASX dividend share?  

Soul Patts’ diversification across multiple uncorrelated sectors is its defensive moat. Diversification on this scale smooths earnings, reduces volatility, and allows long-term capital allocation.

The model is a simple one – a long-running investment conglomerate that invests in high-quality businesses and compounds capital, and it is in a robust financial position. Soul Patts holds pre-tax net assets of $13.5 billion as at 1H26, up 14.6% on the prior corresponding period (PCP). And cash holdings of $427 million, providing resiliency if things go wrong. However, the scale of its diversification also gives it ample coverage here.

As for its growth runway, Soul Patts invests in both listed and unlisted businesses across the globe, providing almost limitless investment opportunity. And it remains a family-run enterprise, despite its scale, so management skin in the game is apparent too.

And when it comes to returns, Soul Patts comes through here too. It has paid dividends every year since it listed on the ASX over a century ago. And every year for the last 27 years, the dividend has grown year on year.

You will pay a premium, but the valuation is justified for set-and-forget investors given its solid track record and high-quality balance sheet.

Cochlear Ltd (ASX: COH)

Cochlear is a global leader in implantable hearing solutions, with a market share of around 60% in developed markets. It has solid recurring revenue streams too, with patients returning for upgrades or device accessories.

Why is Cochlear a solid ASX dividend share?

A quality, trusted healthcare product that makes meaningful change in people’s lives creates customer stickiness — patients often stay in the Cochlear ecosystem. Its global reputation and position in a tightly regulated market give it a solid defensive moat, and its balance sheet remains resilient despite some challenges of late.

Its business model is easy to understand — we all know what Cochlear does. Today, more than 1 million people across the globe use a Cochlear device. And with an aging population, the demand for hearing devices is set to increase in the coming years, creating a growth runway. It is also a known innovator, consistently investing in Research & Development. As technology advances, I believe Cochlear will remain at the forefront.

However, it has faced some setbacks of late, which has seen the share price fall 37% in the last twelve months. Delays in transitioning patients to its new Nucleus Nexa device have contributed to underlying net profits falling 9%, missing analysts’ expectations.

That said, it retains strong cash holdings, with operating cash flow increasing by $26.9 million to $136.8 million and free cash flow up by $24 million to $82.7 million in its 1H26 reporting.

It also recently announced a dividend of $2.15, flat against the prior corresponding period. While this has some worried that it might signal the end of steadily increasing dividends for the healthcare leader, I think it will bounce back in the second half as the Nucleus Nexa rollout regains momentum.

For me, recent conditions have created an opportunity for set-and-forget investors to get in on a market leader at an attractive price.

Brambles Ltd (ASX: BXB)

Brambles operates CHEP, the world’s largest pallet-pooling network, providing reusable pallets, crates, and containers used across the globe. Its model creates a cost-effective and efficient circular logistics solution for manufacturers and retailers, and its service is widely considered the benchmark in pallet pooling.  

Why is Brambles a solid ASX dividend share?

Brambles has a classic defensive moat built on scale, network effect, and customer stickiness. The scale of its services means it is disruptive and difficult for customers to switch, and given the quality of its service, they have little incentive to consider a move.

While global logistics is complex, its business is relatively simple. Brambles rents shipping pallets to its customers, collects, repairs, reissues, and repeats. This circular model gives it largely predictable cash flows.

Brambles 1H26 reporting showed a resilient balance sheet with sales revenue and underlying profit increasing, and free cash holdings of US$481.7 million, up $52.5 million on 2025. It also reported an interim dividend of US$0.23 per share, up 21% on FY25.  

These results are particularly strong in the current global climate, with demand headwinds in some markets and increasing inflation-driven cost pressures. 

While it has a moderate to high price-to-earnings (P/E) ratio, I think you are paying for quality here. With solid dividends, a wide defensive moat, and a resilient balance sheet, the current share price represents fair value for set-and-forget investors, in my view.  

The post 3 reliable ASX dividend shares for set-and-forget investing appeared first on The Motley Fool Australia.

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Motley Fool contributor Melissa Maddison 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 Cochlear and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Cochlear. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.