Tim and Kien continue to focus on the severe rotation from growth into value. Tim helps investors understand the drivers behind the rotation and provides insight into why he believes this dynamic is unsustainable using an important case study.
The star stocks in focus this week include Insurance Australia Group (IAG), Fisher & Paykel Healthcare (FPH) and Monadelphous Group (MND). To conclude, Tim and Kien allude to the potential duration of this value reversion and how investors can position themselves to take advantage of this theme.
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.