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Weekly Wrap 4 July

Bell Direct
July 4, 2025

FY25 ended with the ASX200 up 10%, driven by gains in tech, financials and discretionary stocks. Meanwhile, materials and energy lagged amid tariffs, China’s slow recovery, and global tensions. Looking to FY26, rate cuts, easing trade risks and sector catalysts could support further growth. Bell Potter sees opportunities in healthcare, uranium, and select defensives and REITs poised to benefit from lower rates and shifting investor sentiment.

In this week’s wrap, Grady covers:

  • (0:42): winning and losing sectors in FY25
  • (2:35): Bell Potter’s outlook for FY26 and sectors to watch
  • (4:27): how the market performed this week so far
  • (5:08): the best and worst performing stocks and ETFs this week
  • (5:36): economic news items to look out for.

Weekly Wrap Up 17 June

Bell Direct
June 17, 2016

Livewire Live: lithium

Bell Direct
June 14, 2016

Livewire Live: aged care sector

Bell Direct
June 14, 2016

Livewire Live: mining services

Bell Direct
June 14, 2016

Weekly Wrap Up 10 June

Bell Direct
June 10, 2016

Bell Potter research: A2M

Bell Direct
June 9, 2016

Weekly Wrap up 27 May

Bell Direct
May 27, 2016

SMSF – Federal budget

Bell Direct
May 26, 2016