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 renewed strength in the AI trade following Nvidia’s latest result. They assess updates from Technology One (TNE), IPD Group (IPG) and Brambles (BXB), before putting Infratil (IFT) under the microscope to examine CDC’s data centre opportunity, future capex risk and the importance of sticking to fundamentals.
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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.