Between the Bells

Weekly Wrap 8 May

We saw another week of major moves on the market last week, as continuing volatility in oil prices and the RBA’s 25 basis point rate increase dominated the headlines. Today, Sophia Mavridis was joined by Bell Financial Group’s CIO Will Riggall to unpack how investors reacted to the rate increase, which sectors have been over and underperforming lately, and where Bell Potter’s analysts see opportunities in the current market landscape.  In this episode, Sophia and Will cover:  * the macroeconomic factors impacting domestic and international markets last week * the RBA’s rate increase and how the ASX responded * the best and worst performing sectors recently * ongoing oil price volatility and how the Australian economy has bounced back * Bell Potter’s stocks to watch and analyst ratings

Weekly Wrap 1 May

Strong earnings and a resilient US economy are pushing Wall Street higher, with Meta and Alphabet leading a massive week of mega-cap reporting. It’s a different story in Australia, as local sectors dipped in April as investors trade cautiously amid rising interest rates and persistent inflation signals.  In this week’s wrap, Will and Sophia cover:  * how the key asset classes performed this month  * US earnings results from Meta, Alphabet, Google, and Caterpillar  * the share price decline across Australia’s major supermarkets  * the key highlights from Bell Potter’s research  * the demand and supply shift in the lithium sector  * what to expect from the RBA next week.

Weekly Wrap 24 April

Market volatility is back on the radar this week as geopolitical tensions drive oil prices higher and keep global investors on edge. While the Wall Street had a strong month driven by the AI sector, the local market is facing a more challenging period, headlined by downgrades across the banks and by the biggest story this week in Cochlear’s (ASX:COH) over 40% decline.  In this week's wrap, Sophia and Will cover: * the impact of rising crude oil prices and stalled peace talks on global investor sentiment * why the ASX is lagging behind the AI-driven rally seen in US markets * a look at the recent performance of the energy and financial sectors in Australia * Cochlear's (ASX:COH) 40% tumble what it means for long-term shareholders.

Weekly Wrap 17 April

In this week’s Weekly Wrap, CIO Will Riggall is joined by Bell Potter’s Lead Strategist Rob Crookston to unpack the key drivers behind the recent market rally and what comes next. Despite ongoing geopolitical uncertainty and rising oil prices, the S&P 500 has surged back to all-time highs, led by a strong rebound in the tech sector. But the big question remains: how sustainable is this move? In this week’s video, Will and Rob cover: * The rapid market rally and whether current momentum can continue * What to expect from upcoming trading updates and the impact of rising oil costs on companies like Qantas * The shift in momentum away from large-cap banks such as Westpac and back toward high-growth tech * Bell Potter’s preferred positioning—focusing on offensive, capital-light sectors including tech, diversified financials, and classifieds.

From the helm: Centaurus Metals (ASX:CTM), CEO & MD, Darren Gordon

In this episode of From the helm, Sophia Mavridis is joined by Centaurus Metals (ASX:CTM) CEO & MD Darren Gordon to discuss what sets their product apart from its peers and what is next for the broader nickel market.