Tim and Kien allude to the recent market volatility and how investors should position themselves to benefit from the expected market recovery in the coming year. They look at the AGM season with specific attention on the retail sector.
Tim also provides strategic insights on how he is managing bank exposures within the Lincoln Australian Income Fund as the bank reporting season plays out.
The Star Stocks in focus this week are IOOF Holdings (IFL), GUD Holdings (GUD) and REA Group (REA). To conclude, they explain the importance of Earnings Quality in the Lincoln stock selection process.
We hope you enjoy.
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.