Following the announced Federal tax changes earlier this year, the attractiveness of ASX passive income shares may have shifted in investors’ minds.

In my view, listed investment companies (LICs) may be some of the best options to consider, as they can provide a combination of growing dividends, a large dividend yield and long-term capital growth.

Let’s run through why I think the two stocks below are so appealing for dividends.

PM Capital Global Opportunities Fund Ltd (ASX: PGF)

This LIC is managed by an impressive investment team, led by Paul Moore, Chief Investment Officer (CIO).

Having the global share market as a hunting ground is very helpful for generating returns, in my view, because there is a wide array of opportunities across sectors that the ASX can’t necessarily provide exposure to at a meaningful scale. Additionally, global stocks in sectors like banking and mining tend to trade at a lower earnings multiple than the ASX equivalent.

The five sectors that the ASX passive income share has the biggest exposure to European banks, industrial metal commodities, healthcare, industrials and leisure and entertainment.

The investment strategy has performed exceptionally well, with the net return being an average of 17.1% per year since the LIC’s inception in December 2013.

Those net returns have been more than enough for the LIC to pay a good and growing dividend.

Aside from FY23 when it maintained its annual payout, the business has increased its dividend every year since 2016. So, it has already provided a decade of reliable dividends, and I expect the good dividend track record to continue.

In FY26, it grew its annual dividend per share by 26% to 14.5 cents per share. It expects to hike its FY27 annual payout by at least 10% to 16 cents per share. That translates into a forward grossed-up dividend yield of 7.2%, including franking credits, at the time of writing.

Future Generation Australia Ltd (ASX: FGX)

The other ASX passive income share I want to highlight is another LIC.

Future Generation Australia is a very different type of LIC. None of the fund managers involved charge management fees or performance fees – they all work pro bono (for free) – so that the LIC can donate 1% of its net assets each year to youth charities.

The fund is invested in more than a dozen funds that invest in ASX shares. The underlying portfolio is invested in hundreds of ASX shares, providing more exposure to smaller, faster-growing shares than the S&P/ASX 200 Index (ASX: XJO) does.

It’s able to provide excellent diversification and less volatility than the wider market, partly thanks to its cash weighting.

The LIC has increased its annual dividend every year since it began paying in 2015, an impressive, consistent record of payout growth.

It expects to pay an annual dividend of 7.6 cents per share for 2026, which translates to a forward grossed-up dividend yield of 8.5%, including franking credits, at the time of writing. I expect the 2027 dividend will be larger, but I’m using the guided payout for my calculations.

$200 passive income per month

If someone is targeting $200 per month of passive income, that translates into an annual goal of $2,400.

Between the two picks I named above, the average dividend yield is 7.85%. Assuming equal investments in each stock, this would require a total investment of around $30,600 to generate that much passive income.

The post 2 ASX passive income share ideas I’d use to generate $200 a month in 2027 appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Future Generation Australia. 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 Tuesday, the S&P/ASX 200 Index (ASX: XJO) had a disappointing session and dropped deep into the red. The benchmark index fell 0.9% to 8,672.5 points.

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

ASX 200 to rise

The Australian share market looks set for a better session on Wednesday despite a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 31 points or 0.35% higher. In the United States, the Dow Jones fell 0.6%, the S&P 500 dropped 0.45%, and the Nasdaq was 0.8% lower.

Oil prices jump

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Wednesday after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 4% to US$105.48 a barrel and the Brent crude oil price is up 2.65% to US$108.48 a barrel. This follows reports that Saudi Arabia has been forced to cancel some crude cargoes.

Lovisa shares upgraded

Bell Potter thinks that Lovisa Holdings Ltd (ASX: LOV) shares are attractively priced. This morning, the broker has upgraded the fashion jewellery retailer’s shares to a buy rating (from hold) with a steady price target of $27.00. It said: “Our TP remains unchanged at $27.00 given we make no changes to our forecasts while our target P/E multiple remains unchanged at ~29x on a blended FY27/28e basis. Post the market sell-off, we think the current valuation at ~22x FY27e P/E (BPe) which is a ~20% discount to LOV’s recent mid-cycle P/E as BPe of 28.5x appears attractive, and we upgrade our recommendation to BUY.”

Gold price falls

ASX 200 gold shares Westgold Resources Ltd (ASX: WGX) and Northern Star Resources Ltd (ASX: NST) could have a subdued session on Wednesday after the gold price pulled back again. According to CNBC, the gold futures price is down 0.45% to US$4,333.4 an ounce. Traders are betting on inflation spiking due to high oil prices.

Buy Netwealth shares

Bell Potter is also recommending Netwealth Group Ltd (ASX: NWL) shares to clients today. In response to its deal to acquire Paradino, the broker has retained its buy rating with a trimmed price target of $30.00. It said: “The impact from Paradino is limited. There is 10% adviser growth straight away and the price tag is fair for what could be a transformational strategic move. Trading on 33x, NWL continues to offer strong revenue growth potential at a discount to its prior TTC valuations. Buy.”

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

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• ASX 200 drops again as selling continues
• Santos shares are up 40% in 2026. Here’s why I’d still buy them today

Motley Fool contributor James Mickleboro has positions in Lovisa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa and Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. 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.

Two ASX healthcare shares are stealing the spotlight this week. Telix Pharmaceuticals Ltd (ASX: TLX) shares have rocketed by as much as 15%, while 4DMedical Ltd (ASX: 4DX) shares have added around 10% at the time of writing.

Here’s the story behind each move, plus what brokers now expect.

Telix now has 3 FDA-cleared diagnostics

Telix just delivered the news investors had circled on their calendars. On Monday, the FDA approved Pixclara, Telix’s PET imaging agent for brain cancer, confirming Pixclara is the only FDA-approved radiopharmaceutical imaging drug for glioma.

That’s a big deal. This asset had already been knocked back once, with the FDA issuing a knockback in mid-2025 over data consistency before Telix resubmitted its application and won a priority review with a September action date. Getting it over the line removes years of regulatory overhang in one shot.

This ASX healthcare share has been a rollercoaster for exactly this reason. Binary regulatory outcomes can swing the price into double digits overnight. With approval finally locked in, Telix now has three FDA-cleared products anchoring its diagnostics franchise, adding a new revenue stream to its existing prostate and kidney imaging portfolio.

Brokers were already leaning bullish before Monday’s news. Consensus data shows 13 out of 16 analysts on TradingView rate Telix a buy or strong buy, with an average 12-month price target around 45% above the current share price.

Citi has been the most bullish, maintaining a $31 target, while JPMorgan sits around $24.40. Not everyone’s on board. RBC downgraded to hold with an $18 target, a fraction higher than the share price at the time of writing.

4DMedical: starting to show commercial traction

4DMedical’s move is smaller in percentage terms but reflects a similar theme: commercial traction finally showing up in the numbers.

The respiratory-imaging company has spent the past two years converting FDA clearances and marquee partnerships into actual revenue, and this ASX healthcare share has rewarded patient holders handsomely with a 112% gain over 12 months.

The engine for this tech stock is CT:VQ, 4DX’s ventilation-perfusion imaging software, which uses ordinary chest CT scans to generate the kind of data that once required nuclear medicine.

Adoption has been building steadily across top-tier US academic centres, and Medicare has already confirmed reimbursement under Category III CPT codes. That’s a crucial unlock for hospital adoption at scale.

Analysts, though, are more split on 4DMedical than on Telix. Bell Potter remains the standout bull, maintaining a $6.00 target, while Ord Minnett carries a sell at $3.00. It’s a name where opinions genuinely diverge on how fast the commercial ramp will actually convert to profit.

Foolish takeaway

Both stocks are classic high-beta plays in the healthcare space. And this week’s rally shows exactly why: regulatory and commercial catalysts can move these ASX healthcare shares fast in either direction.

Telix’s Pixclara approval is about as clean a catalyst as it gets, and brokers have responded accordingly. 4DMedical’s story is earlier-stage and more contested among analysts.

Investors chasing either move after the fact should weigh the excitement of the headline against the underlying pace of revenue growth — and size accordingly.

The post These 2 ASX healthcare shares just jumped up to 15%. Here’s why appeared first on The Motley Fool Australia.

More reading

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• Here are the top 10 ASX 200 shares today
• Why are Telix Pharmaceuticals shares charging higher today?
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JPMorgan Chase is an advertising partner of Motley Fool Money. 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 JPMorgan Chase and Telix Pharmaceuticals. The Motley Fool Australia has recommended Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.