Exclusive weekly insights for sharemarket success.
Each week join Kien Trinh, Head of Research, and his team as they discuss all things sharemarket.
Tim Lincoln, Co-Founder and Chief Investment Officer, and Matt Swartz, Senior Portfolio Manager, will join the conversation once a month to share their passion and strategy for Lincoln Indicator’s Managed Funds, as well as their insights for investors.
Head of Research, Kien Trinh and Equities Analyst, Jacob Simonsen allude to the persistent rotation from growth towards cyclical value, and the quant research that is currently underway at Lincoln Indicators to tackle this issue.
They explain why the share price of Infomedia (IFM), Monadelphous Group (MND) and Iress (IRE) has been trending lower, and talk to the dividend sustainability for Spark Infrastructure (SKI).
To conclude, they explain why a rising bond yield environment favours cyclical value over growth stocks.
We hope you enjoy.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.