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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