About this episode
This episode discusses the impact of Australia's federal budget on markets and explores investment opportunities amid strong US earnings and AI demand.
: 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 investors may find opportunities across commodities, defensives and global equities heading into...
People in this episode
Guests: Will Riggall, Rob Crookston
Topics covered
- federal budget
- AI demand
- investment opportunities
- global markets
- banking sector
- property stocks
Keywords
- federal budget
- AI
- investment
- global markets
- banking
- property stocks
- commodities
- defensives
- equities
Mentioned in this episode
Organizations: Bell Financial Group, Bell Potter
Places: Australia
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