We biannually ask our analysts to provide their sector outlook and compile their top stock picks.

In our new Analyst Outlook for 2021 report, we take a look at the following sectors:

  • Banks & General Insurers by TS Lim
  • Diversified Financials & Fintech by Lafitani Sotiriou
  • Listed Investment Companies & Listed Investment Trusts by Hayden Nicholson
  • Agricultural & FMCG by Jonathan Snape
  • Technology by Chris Savage
  • Discretionary Retail by Sam Haddad
  • Industrials by Alex McLean, James Filius and Hamish Murray
  • Healthcare & Biotech by John Hester, Tanushree Jain and Elyse Shapiro
  • Emerging Companies by Damien Williamson
  • Resources & Energy by Peter Arden, David Coates and Stuart Howe
  • Hybrids by Damien Williamson

To learn more about the stocks mentioned in this report, speak to your adviser or refer to the Client Access Research Library.

Please note that Speculative securities may not be suitable for retail clients (refer to final page of the report).

Published on 16 December 2020
Important Disclaimer—This may affect your legal rights: Because this document has been prepared without consideration of any specific client’s financial situation, particular needs and investment objectives, a Bell Potter Securities Limited investment adviser (or the financial services licensee, or the proper authority of such licensee, who has provided you with this report by arrangement with Bell Potter Securities Limited) should be consulted before any investment decision is made. While this document is based on the information from sources which are considered reliable, Bell Potter Securities Limited, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Nor does Bell Potter Securities Limited accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document. This document is a private communication to clients and is not intended for public circulation or for the use of any third party, without the prior approval of Bell Potter Securities Limited. In the USA and the UK this research is only for institutional investors. It is not for release, publication or distribution in whole or in part to any persons in the two specified countries. This is general investment advice only and does not constitute advice to any person.
Disclosure of Interest: Bell Potter Securities Limited receives commission from dealing in securities and its authorised representatives, or introducers of business, may directly share in this commission. Bell Potter Securities and its associates may hold shares in the companies recommended.