Where to invest for your clients in 2018

What sectors to look at in 2018? Which stocks are expected to outperform? Get all the insights from the Bell Potter team.

The Bell Potter research team shares their outlook and stock picks for 2018, covering eight sectors, LICs and fixed income:

2018 outlook & stock picks for banks & insurers

TS Lim shares his insights on the outlook for the sector and his top stocks:

  • Macquarie Group (MQG) - 2:10
  • NAB - 2:24
  • Suncorp Group (SUN) - 2:46

2018 stock picks for fintech & diversified financials

Lafitani Sotiriou shares his top picks:

Large cap picks:

  • BT Investment Management (BTT) -0:30
  • Challenger (CGF) - 1:09
  • Janus Henderson (JHG) - 1:58

Emerging stock picks: 

  • Afterpay (APT) - 2:40
  • OneVue Holdings (OVH) - 3:18
  • Praemium (PPS) - 3:53

10 big cap BUY recommendations

Head of research, Peter Quinton, lists 10 Buy recommendations with a market capitalisation above $1bn:

  • ALS (ALQ) - 0:24
  • Caltex Australia (CTX) - 0:56
  • Challenger (CGF) - 1:47
  • CLS - 2:04
  • GPT Group (GPT) - 2:34
  • Link Administration (LNK) - 2:57
  • Aurora Labs (A3D) - 3:27
  • Star Entertainment Group (SGR) - 4:01
  • Stockland Corporation (SGP) - 4:23
  • Super Retail Group (SUL) - 5:11

2018 outlook for fixed income

Analyst Damien Williamson discusses the fixed income sector outlook and the new issuance pipeline to expect over the year.

2018 outlook & stock picks for the LIC sector

Nathan Umapathy discusses:

  • The outlook for the sector and areas of growth - 0:02

Three LICs to invest in:

  • MFF Capital Investments (MFF) - 0:57
  • Perpetual Equity Investment Company (PIC) - 2:01
  • PM Capital Asian Opportunities Fund (PAF) - 3:01

2018 stock picks for healthcare

John Hester discusses his preferred stocks for 2018:

  • Medibank Private (MPL) and NIB Holdings (NHF) - 0:02
  • Zenitas Healthcare (ZNT) -0:39
  • Viralytics (VLA) - 1:25

2018 stock picks for technology

Chris Savage's key tech stock picks are:

  • Citadel Group (CGL) - 0:07
  • Technology One (TNE) - 0:54
  • Appen (APX) - 1:43

2018 stock picks for retail

Sam Haddad lists his top stock picks for 2018:

  • Propel Funeral Partners (PFP) - 0:12
  • Lovisa Holdings (LOV) - 1:25
  • Premier Investments (PMV) - 1:52

2018 stock picks for industrials

Tim Piper's three top stocks include:

  • Reliance Worldwide (RWC) - 0:07
  • Corporate Travel Management (CTD) - 2:28
  • Johns Lyng Group (JLG) - 4:50

2018 outlook & stock picks for agricultural FMCG

Jonathan Snape shares his insights on the outlook for the sector and his stock tips for 2018:

  • A2 Milk Company (A2M) - 0:34
  • Synlait Milk (SM1) - 1:47
  • Nufarm Limited (NUF) - 2:46

2018 stock picks for the resource sector

Peter Arden shares his top picks for 2018:

  • Gold Road Resources (GOR) - 0:10
  • Orocobre (ORE) - 1:52
  • Xanadu Mines (XAM) - 3:58

More resource stock picks for 2018

David Coates' top picks include:

  • Aeon Metals (AML) - 0:07
  • Pantoro (PNR) - 1:13
  • Fortescue Metals (FMG) - 2:05