In this edition of Taking Stock, Head of Research Kien Trinh and Equities Analyst Jacob Simonsen speak to the recent uplift in market volatility and what this means for investors. They emphasise the importance of staying disciplined to your investment objective despite the rotation from quality growth into cyclical value. They introduce new Star Income Stock AGL Energy (AGL), and Star Growth Stocks, Codan (CDA) and Netwealth Group (NWL). The question of the week is “How should investors deal with a factor rotation within their portfolios?”
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.