Between the Bells

Markets were mixed last week, with the US and Europe rising while Japan, emerging markets, and the ASX slipped. This week, Max Lo Certo speaks with Bell Potter's Lead Strategist Rob Crookston to examine the key forces shaping recent market movements and their implications for investors. In this week’s video, Rob and Max cover: ·      what drove markets last week ·      the Fed’s hawkish pivot...

This week's markets were shaped by a tug-of-war between Middle East tensions and Trump-led de-escalation, leaving US equities broadly flat but the ASX finishing the week stronger. Domestically, the picture was mixed - bank stocks came under further pressure from property tax concerns and weak housing data, while selective buying emerged in consumer discretionary and healthcare names. With the...

The ASX saw a strong week this week, bouncing over 1% and outpacing global equities. Today, Sophia Mavridis sits down with Bell Financial Group’s CIO Will Riggall to unpack the macroeconomic factors that moved the markets recently, the surging materials sector and which stocks Bell Potter’s team are looking at in this space, and their thoughts on SpaceX’s upcoming blockbuster IPO. In this week’s v...

Bell Potter’s Lead Strategist Rob Crookston talks what’s driving markets right now in this week’s wrap. The bond markets lead the way while equities followed this week, while economic news is back in focus. In this week’s wrap, Rob and Sophia cover: (0:17): what happened in market’s this week (3:38): what the labour market and PMI data means for the RBA (5:23): Bell Potter’s stock picks this week...

: Markets were pulled in two directions this week as Australia’s federal budget weighed on banks and property-linked stocks, while strong US earnings and booming AI demand pushed global markets higher. In this week’s interview, Bell Financial Group CIO Will Riggall sits down with Bell Potter Lead Strategist Rob Crookston to unpack the key budget changes, the strength behind the AI rally, and where...

In this episode of From the Helm , Solstice Minerals Managing Director and CEO Nick Castleden joins us to discuss the company’s exploration progress and the growing momentum behind its flagship Nanadie copper-gold project. Nick provides an overview of Solstice Minerals’ strategy and recent commercial developments, explaining the significance of exploration results at Nanadie and what has driven st...

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 opportun...

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  U...

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, So...

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? I...

In this episode of From the helm, Sophia Mavridis sits down with Oneview Healthcare (ASX:ONE) CEO James Fitter to unpack their unique end-to-end patient monitoring technology, the impact of AI emergence on their business and what’s to come looking ahead to 2026. 

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.

In this episode of From the Helm, John Konstantopoulos, CEO & Co-Founder of Artrya Limited (ASX:AYA), joins us to discuss the company’s AI-powered approach to transforming cardiac diagnostics and improving patient outcomes. John provides an overview of Artrya’s strategy and commercial progress, explaining how its software platform leverages artificial intelligence to assist clinicians in detec...

In this episode of From the helm, Titomic (ASX:TTT) CFO Geoff Hollis joins us for a deep dive into their proprietary technology for the manufacture of metal parts, including how it differentiates from other products in the market and what is on the horizon looking ahead. 

In this episode of From the Helm, Arnie Selvarajah, Group Co-CEO of Bell Financial Group (ASX:BFG), joins us to discuss the company’s evolution into a more diversified and holistic wealth manager. Arnie unpacks the strategic shift beyond traditional stockbroking, outlining how Bell Financial Group is positioning itself for long-term growth through expanded wealth management capabilities, technolog...

With countries across the world committing more spend to their military, gaining exposure to the defence sector has increasingly become a key strategy for investors.  As the escalating US-Iran conflict has been making headlines, this sector has taken centre stage, with defence stocks a rare standout in the turbulent market.  Today, Bell Financial Group CIO Will Riggall is joined by Global X Senior...

In today’s Weekly Wrap episode, Will Riggall and Sophia Mavridis chat about the key insights heard at the ASX SMIDcaps conference this week, proudly sponsored by Bell Financial Group. Our CIO Will Riggall and Lead Strategist Rob Crookston provided a keynote presentation and a range of CEOs spoke about the opportunities in some of the ASX’s up and coming stocks. Hear about Will’s macroeconomic outl...

In this episode of From the Helm, Grady is joined by Clarity Pharmaceuticals (ASX:CU6) Executive Chairperson Alan Taylor & Bell Potter Senior Analyst John Hester, for a deep dive into their next-generation radiopharmaceutical technology for both early-stage cancer diagnosis and treatment.  

In this episode of From the Helm, Grady chats with Saluda Medical (ASX:SM1) President and CEO Barry Regan to discuss their recent developments since their IPO in November, their developmental drug for the treatment of chronic pain, and what is on the horizon looking ahead. 

In this episode of From the Helm, Grady sits down with Neuren Pharmaceuticals (ASX:NEU) CEO Jon Pilcher, to recap on their major developments over the last 12 months in the US market, their guidance looking ahead for next financial year, and the company’s healthy cash balance.

 In this episode of From the Helm, Grady chats with Alterity Therapeutics (ASX:ATH) CEO David Stamler, to discuss their neurodegenerative disorder treatment specifically targeting Multiple System Atrophy (MSA), a rare and aggressive disease affecting involuntary functions and motor control. 

 In this episode of From the Helm, Grady is joined by Amplia Therapeutics (ASX:ATX) CEO & MD Dr Christopher Burns & Bell Potter Analyst Thomas Wakim to unpack the ongoing clinical trials for their prospective treatment drug for pancreatic cancer, and its substantial market opportunities in the US. 

In this episode of From the Helm, Grady sits down with Summerset Group Holdings (ASX:SNZ) CFO Margaret Warrington to unpack their end-to-end business model for aged care sites, from land acquisition all the way through to building and operating the centres. 

In this episode of From the Helm, Grady sits down with EBR Systems (ASX:EBR) President and CEO John McCutcheon, to discuss their innovative, one-of-a-kind implant treatment for heart failure patients, the pathway to widespread adoption, and scaling plans for future growth.

In this episode of From the helm, Grady chats with 4D Medical (ASX:4DX) Founder and CEO Andreas Fouras to reflect on the meteoric rise of their lung imaging technology and detail their future plans for further global expansion.