Daily ASX Market Update
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Daily ASX Market Commentary – 2026-10-01
Market Overview A broad-based risk-off session swept the ASX on Thursday, with selling pressure extending across every sector and driving the benchmark index to its lowest level in fifty days.…
Daily ASX Market Commentary – 2026-09-30
Market Overview A broad-based risk-on session swept the ASX on Wednesday, with rate-sensitive and cyclical sectors leading a convincing rally into the close of the month. The S&P/ASX 200 gained…
Daily ASX Market Commentary – 2026-09-29
Market Overview A powerful surge in technology stocks drove the ASX 200 to a modest but meaningful gain on Tuesday, with the session’s headline story belonging firmly to the growth…
Daily ASX Market Commentary – 2026-09-28
Market Overview A defensive rotation drove Monday’s session, with investors favouring healthcare, financials, and utilities over resources and technology as the ASX 200 eked out a modest gain despite touching…
Daily ASX Market Commentary – 2026-09-25
Market Overview Friday’s session delivered a broad-based retreat on the ASX, with selling pressure spreading across nearly every corner of the market as risk appetite faded into the weekly close.…
Daily ASX Market Commentary – 2026-09-24
Market Overview A broad but uneven selloff pushed the ASX 200 to its lowest point in fifty days on Thursday, with weakness concentrated in real estate, materials, and financials overwhelming…
Monthly ASX Market Update
Want to read more Monthly market updates from previous months? Click here.
Vitti Capital Markets Update – September 2026
We are ending September with none other than a rate hike. We knew this, you knew this, the market knew this. Let’s talk about it.
Vitti Capital Markets Update – August 2026
August 2026 was rife with stories. We had a record breaking AI earnings result, gold's best month since 1999, and bitcoin climbing back above $80,000. Let's unpack.
Vitti Capital Markets Update – July 2026
July had two storylines running at once. Old economy and defensive names held their ground: the Dow Jones logged a fourth consecutive winning month, and the ASX 200 did the…
Vitti Capital Markets Update – June 2026
We were going so well. But peace didn't hold, and by month end the market was pricing that in too. The Iran ceasefire, confirmed June 12 and signed June 17…
Vitti Capital Markets Update – May 2026
You can't say May was boring. The Nasdaq 100 futures (CME:NQ1!) closed the month up 9.82% at 30,307. S&P 500 futures (CME:ES1!) added 4.67%, closing at 7,582. Wall Street had…
Vitti Capital Markets Update – April 2026
April was a relief rally. After the brutal March selloff sparked by the Iran/Hormuz crisis, which we covered in This Too Shall Pass, the bid came back hard. The S&P…
FAQ's
What is the difference between private and public markets?
Public markets involve buying and selling securities listed on an exchange like the ASX, with continuous pricing and high liquidity. Private markets involve unlisted assets – such as private companies, credit or funds – that trade less frequently, are valued periodically, and are usually accessed only by wholesale investors.
Why are private markets less liquid than public markets?
Private market assets don’t trade on a centralised exchange, so there’s no continuous buyer and seller matching. Exiting a private investment usually depends on a specific event, such as a sale, refinancing or IPO, which is why private allocations are generally suited to longer investment horizons.
How does return potential compare between private and public markets?
Private markets can offer an illiquidity premium and closer influence over portfolio company outcomes, which historically has supported higher return potential over longer periods, though with wider dispersion between managers. Public markets offer more predictable, daily-priced returns but are also more exposed to short-term sentiment swings.
What role does valuation transparency play in private vs public markets?
Public market valuations are visible in real time through exchange pricing, while private market valuations are typically assessed periodically by fund managers or independent valuers using models rather than live trading data. This makes due diligence on the manager and valuation process especially important in private markets.
Can retail investors access private markets in Australia?
Most private market opportunities in Australia – including private equity, private credit and pre-IPO placements – are restricted to wholesale or sophisticated investors under securities law, largely due to the disclosure exemptions used to offer them. Retail exposure is usually limited to listed vehicles such as LICs or ETFs.
How should wholesale investors balance private and public market exposure?
The right balance depends on liquidity needs, time horizon and existing portfolio concentration. Many wholesale investors use public markets for liquidity and core exposure, while allocating a portion to private markets for diversification and long-term return enhancement – a mix an adviser can help calibrate.
How does Vitti Lens help evaluate private vs public opportunities?
Vitti Lens is designed to give investors a side-by-side view of how a private market opportunity compares to public market alternatives on factors like liquidity, risk and return profile, helping frame a more informed allocation decision rather than assessing an opportunity in isolation.
