Tim and Kien discuss the drivers of the persistent rotation from quality growth into low quality value or those stocks that are most sensitive to the COVID-19 environment. Tim also provides insight into the strategy of the Lincoln Funds with regards to this market dynamic.
The star stocks in focus this week include Insurance Australia Group (IAG), Aristocrat Leisure (ALL), a2 Milk Company (A2M) and Seven Group (SVW). To conclude, they explain how Lincoln calculates the value of stocks and why this value is different to consensus.
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.