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 and Jason unpack renewed geopolitical tensions in the Middle East, rising oil prices and the implications for inflation, interest rates and investor sentiment. They assess the latest contract wins from Pro Medicus (PME), examine the growing activist pressure on Northern Star (NST) following its resource upgrade, and discuss why Brambles (BXB) has been moved from Star Growth to Borderline Star Growth. The team also puts Northern Star under the microscope and explores what separates an investable turnaround from a value trap, using Treasury Wine Estates (TWE) and Endeavour Group (EDV) as examples.
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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.