BPO TV

Despite geopolitical uncertainty and volatile oil prices, the S&P500 has returned to all-time highs, driven by a significant recovery in the tech sector. Today, CIO Will Riggall is joined by Bell Potter’s Lead Strategist Rob Crookston to explore how far this rally can go, and where the analysts see the opportunities to capitalise.

In this week’s video, Rob and Will cover:

• The recent rapid rally and whether the S&P 500’s return to all-time highs is sustainable
• what to expect from upcoming trading updates and the impact of rising oil costs on stocks like Qantas (ASX:QAN)
• the shift in momentum away from large-cap banks like Westpac (ASX:WBC) and back toward high-growth quality tech
• Bell Potter’s preferred strategy: offensive, capital-light sectors including diversified financials and traditional classifieds.