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, Jason Yin and Charlie Song break down Australia’s rising inflation expectations and the emerging rotation into small caps. They review key AGM updates from IVE Group (IGL) and Lovisa (LOV), discuss compliance developments at Bendigo and Adelaide Bank (BEN), and unpack the latest takeover activity across NSR, AUB and IFM. Under the microscope is Fisher & Paykel Healthcare (FPH), with strong hospital-driven growth and upgraded guidance. They wrap up with how higher inflation could impact portfolio performance heading into 2026.
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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.