Between the Bells

In this week’s Weekly Wrap, CIO Will Riggall is joined by Bell Potter’s Lead Strategist Rob Crookston to unpack the key drivers behind the recent market rally and what comes next.

Despite ongoing geopolitical uncertainty and rising oil prices, the S&P 500 has surged back to all-time highs, led by a strong rebound in the tech sector. But the big question remains: how sustainable is this move?

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

• The rapid market rally and whether current momentum can continue
• What to expect from upcoming trading updates and the impact of rising oil costs on companies like Qantas
• The shift in momentum away from large-cap banks such as Westpac and back toward high-growth tech
• Bell Potter’s preferred positioning—focusing on offensive, capital-light sectors including tech, diversified financials, and classifieds.

In this episode of From the helm, Sophia Mavridis is joined by Centaurus Metals (ASX:CTM) CEO & MD Darren Gordon to discuss what sets their product apart from its peers and what is next for the broader nickel market.

In this episode of From the helm, Sophia Mavridis sits down with Oneview Healthcare (ASX:ONE) CEO James Fitter to unpack their unique end-to-end patient monitoring technology, the impact of AI emergence on their business and what’s to come looking ahead to 2026. 

In this episode of From the helm, Titomic (ASX:TTT) CFO Geoff Hollis joins us for a deep dive into their proprietary technology for the manufacture of metal parts, including how it differentiates from other products in the market and what is on the horizon looking ahead. 

In this episode of From the Helm, John Konstantopoulos, CEO & Co-Founder of Artrya Limited (ASX:AYA), joins us to discuss the company’s AI-powered approach to transforming cardiac diagnostics and improving patient outcomes.

John provides an overview of Artrya’s strategy and commercial progress, explaining how its software platform leverages artificial intelligence to assist clinicians in detecting coronary artery disease earlier and more accurately. He also highlights the differentiation of Artrya’s Salix product suite, recent milestones, and what lies ahead as the company scales globally.

In this interview, John covers:
• introduction to Artrya, its strategy and commercial progress
• how the platform works and uses AI to support better cardiac outcomes
• key differentiators of the Salix product portfolio
• what investors can expect over the next 12 months
• the SAPPHIRE study, participating US hospital groups and intended outcomes
• the size of the addressable market opportunity
• key catalysts behind the company’s recent market cap growth

Note: This interview was filmed on 25 March 2026.

In this episode of From the Helm, Arnie Selvarajah, Group Co-CEO of Bell Financial Group (ASX:BFG), joins us to discuss the company’s evolution into a more diversified and holistic wealth manager.

Arnie unpacks the strategic shift beyond traditional stockbroking, outlining how Bell Financial Group is positioning itself for long-term growth through expanded wealth management capabilities, technology investment, and a broader client offering spanning self-directed and advised investors.
He also shares insights into the group’s competitive advantages, progress against its transformation strategy, and what this means for financial performance and future growth.

In this interview, Arnie covers:
• the strategic shift toward a more diversified, holistic wealth management model
• what expanding beyond stockbroking means for BFG’s future
• BFG’s competitive advantages in an evolving wealth landscape
• progress and milestones achieved in the transformation journey
• the role of technology in scaling across self-directed and advised channels
• impact of the transformation on financial performance and 2025 results
• why BFG presents a compelling investment opportunity
• key priorities and what investors should watch for in 2026.

Note: This interview was filmed on 25 March 2026.

With countries across the world committing more spend to their military, gaining exposure to the defence sector has increasingly become a key strategy for investors.  As the escalating US-Iran conflict has been making headlines, this sector has taken centre stage, with defence stocks a rare standout in the turbulent market. 

Today, Bell Financial Group CIO Will Riggall is joined by Global X Senior Investment Strategist Billy Leung, as they unpack the current landscape.

Together, they discuss the drivers behind the defence industry, and explore how investors can gain targeted exposure to this critical sector.  

Note: This interview was filmed on Thursday 26 March.

In today’s Weekly Wrap episode, Will Riggall and Sophia Mavridis chat about the key insights heard at the ASX SMIDcaps conference this week, proudly sponsored by Bell Financial Group.

Our CIO Will Riggall and Lead Strategist Rob Crookston provided a keynote presentation and a range of CEOs spoke about the opportunities in some of the ASX’s up and coming stocks.

Hear about Will’s macroeconomic outlook in the face of the ongoing Middle East conflict as well as high quality opportunities within the small-cap space, which are positioned to continue growing independent of the global economic turbulence.

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

• (0:55): the 12 month outlook for both global and Australian equities
• (6:01): the biggest macroeconomic risks and opportunities for our market
• (7:54): Bell Potter’s high conviction growth strategies in the current conditions.

In this episode of From the Helm, Grady sits down with Summerset Group Holdings (ASX:SNZ) CFO Margaret Warrington to unpack their end-to-end business model for aged care sites, from land acquisition all the way through to building and operating the centres. 

 In this episode of From the Helm, Grady is joined by Amplia Therapeutics (ASX:ATX) CEO & MD Dr Christopher Burns & Bell Potter Analyst Thomas Wakim to unpack the ongoing clinical trials for their prospective treatment drug for pancreatic cancer, and its substantial market opportunities in the US.