Exclusive weekly insights from the expert Stock Doctor team.
Kien Trinh, Head of Research and Jacob Simonsen, Equities Analyst, will present each Friday, joined by Tim Lincoln, Co-Founder and Chief Investment Officer, on the 1st Friday of each month, and by Matt Swartz, Senior Portfolio Manager, on the 3rd Friday of each month.
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.