The Market Online - At The Bell

Join our daily newsletter At The Bell to receive exclusive market insights

This week on Money and Investing, Mitch Olarenshaw and I discuss the key stocks and sectors to watch in 2025, focusing on economic and market trends shaping investment opportunities.

1. Technology and AI

The tech sector, driven by advancements in AI, remains a crucial area for investors. Companies in this space must deliver on high expectations, making careful selection essential for success.

2. Bonds and Interest Rates

The bond market is a focus as the pace of interest rate cuts slows. Strategies like riding calls on positions can offer opportunities for returns in this changing environment.

3. Emerging Markets

Markets like India present value opportunities with reduced dependence on China. Strategic entries in ETFs such as PIN can capture growth potential.

4. Healthcare and Biotech

Healthcare policy changes and an ageing population drive interest in this defensive sector. Biotech innovations also add strong investment potential.

5. Home Builders

Efforts to reduce red tape may revitalise the US housing sector. ETFs like XHB and stocks such as Lennar and DR Horton are worth considering.

6. Bonus Wildcard

Defence and energy sectors could gain traction under new policies. Increased defence spending and a focus on oil services may shape opportunities in these areas.


For more info about Money and Investing you can go to the podcast; read The Wealth Playbook: Your Ultimate Guide to Financial Security and The Wealth Playbook on Audible.

DisclaimerWealth Magnet Pty Ltd (ABN 52 618 868 830) trading as Australian Investment Education is a Corporate Authorised Representative (CAR no. 1255231) of Grange Financial Services Pty Ltd (AFSL No. 488609).

The material provided in this article is for information only and should not be treated as investment advice. Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.

More From The Market Online
Commonwealth Bank logo

CBA beats ‘weak backdrop’ to see profits leap in unexpectedly strong results

Commonwealth Bank of Australia has told investors that its net profit after tax has grown 2%…
The Market Online Video

‘Humming along’: Cloud computing provider ‘primed for a run’ is Hot Stock tip this week

Data #3 Limited (ASX:DTL) is the HotCopper Hot Stock tip picked out by Wealth Within analysts 
Work conduction at Red Hawk Mining's Blacksmith project in Pilbara, WA.

Free to fly: Fortescue to take control of Red Hawk Mining after clearing last buy-up hurdle

Fortescue got the green light to go through with its off-market takeover for all Red Hawk…
The Market Online Video

Australian dollar forecast: What’s ahead for the AUD?

This week on Money and Investing, Mitch Olarenshaw and I discuss the outlook for the Australian dollar, examining its recent weakness and the