Weekly Wrap 27 June

Bell Direct
June 27, 2025

Markets remained volatile this week as global indices pushed toward record highs despite geopolitical tensions and the looming end of the tariff pause on July 9. Gold briefly lost ground as ceasefire hopes between Israel and Iran settled nerves, but upside risks remain. Meanwhile, Bell Potter’s latest Analyst Outlook & Stock Picks report highlights opportunities in agriculture, tech, healthcare and gold. Discover their standouts, each backed by strong fundamentals and sector-specific tailwinds.

In this week’s wrap, Sophia covers:

  • (0:12): the impact of tariffs and geopolitical tensions on the market
  • (0:50): Bell Potter’s stock picks
  • (2:54): factors behind gold’s recent performance
  • (3:50): how the market performed this week so far
  • (4:50): the best and worst performing stocks and ETFs this week
  • (5:16): economic news items to look out for.

Peter Quinton: Sonic Healthcare

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Beston Global Food Company Interview

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Bell Direct Insights: Richard Hemming

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Bell Potter video: Bank sector update

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Agricultural Sector Review

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Peter Quinton: three REITs

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Contango CIO interview

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