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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 17 August

Bell Direct
August 17, 2018

Bell Potter Guided Portfolio Service (GPS)

Bell Direct
August 15, 2018

Weekly Wrap 10 August

Bell Direct
August 10, 2018

Weekly Wrap 3 August

Bell Direct
August 3, 2018

Weekly Wrap 20 July

Bell Direct
July 20, 2018

10 favoured stocks

Bell Direct
July 17, 2018

Weekly Wrap 13 July

Bell Direct
July 13, 2018

Weekly Wrap 15 June

Bell Direct
June 15, 2018

Weekly Wrap 8 June

Bell Direct
June 8, 2018

Weekly Wrap 1 June

Bell Direct
June 1, 2018

Weekly Wrap 18 May

Bell Direct
May 18, 2018

Weekly wrap 11 May

Bell Direct
May 11, 2018