Exclusive weekly insights for sharemarket success.
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.
In this edition of Taking Stock, Co-Founder, Executive Chairman and Chief Investment Officer Tim Lincoln and Head of Research Kien Trinh discuss the reasons for the recent market volatility and explain why they believe the sharemarket will trend higher over the longer term. They analyse the possible outcome from Jumbo Interactive’s (JIN) voluntary suspension and speak to the earnings resiliency of Carsales.com (CAR). They highlight the impact of the government’s planned cessation of Jobkeeper and Childcare subsidies on the Childcare REITS, Arena REIT (ARF) and Charter Hall Social Infrastructure (CQE). The question of the week is”Why is there a large disconnect between the sharemarket and the economy?”
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To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.