Skip to main content

Weekly Wrap 1 December

Grady Wulff
December 1, 2023

The final month of 2023 is here and it’s time to look back at how some of the key ASX sectors performed this year so far. Some sectors like staples and discretionary stocks have surprised the market for respective reasons, while healthcare has underperformed which opens some investment opportunities heading into 2024.

Key strategic moves from companies included capital structure restructuring and inventory reduction which helped boost the share prices of some retailers, while a slowing growth outlook is hurting some key tech names as we motor towards 2024.

In this week’s wrap, Grady covers:

  • (0:44) Why the technology sector soared in 2023.
  • (2:15) Headwinds facing some consumer staples stocks.
  • (3:22) Discretionary stocks that surprised the market in 2023.
  • (4:34) Financials pulling back late this year.
  • (4:52) Energy and geopolitical tensions & output fluctuations.
  • (6:51) The most traded stocks by Bell Direct clients this week.
  • (7:22) RBA rate decision & US jobs data out next week.

Read the transcript here.

Bell Global Emerging Companies Fund

Bell Direct
August 23, 2019

June Market Overview

Julia Lee
July 11, 2019

May Market Overview

Julia Lee
May 31, 2019

April Market Overview

Julia Lee
April 29, 2019

Investing in ETFs

Bell Direct
April 17, 2019

March Market Overview

Julia Lee
March 28, 2019

Investing in Alternatives

Julia Lee
March 1, 2019

Margin Lending video

Bell Direct
February 28, 2019

February Market Overview

Julia Lee
February 27, 2019

Market Update

Julia Lee
February 19, 2019

APN Asian REIT Fund

Bell Direct
January 24, 2019