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.
This week on Taking Stock, Charlie Song and Jason Yin unpack the US‑Iran peace deal, oil price moves and the Fed outlook for inflation and rates. They assess results from AIC Mines (A1M), review HomeCo Daily Needs REIT (HDN), and examine Wesfarmers’ (WES) Strategy Day update. They also put Flight Centre (FLT) under the microscope following its FY26 downgrade, and discuss the cyclicality of the AI infrastructure buildout.
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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.