Watch our investor-only Quarterly Funds Update Webinar, where our Managing Director and Chief Investment Officer, Tim Lincoln, and Senior Portfolio Manager, Matthew Swartz, released critical insights into factors that have influenced our funds’ quarterly performance and articulated their views on the risks investors face in the months ahead.
Whilst the major global equity markets indices, particularly in the US, have continued to power to new highs over 2024, the enthusiasm for stocks has become totally disconnected from fundamentals. The Fund team delve broadly into the risks of investing in a market where the price to forecasted earnings multiples are stretched and articulate their thoughts on whether an earnings recovery priced into stocks is achievable in the current economic landscape.
As fellow investors in Lincoln products, Tim and Matt also share their frustration at missing out on this speculative rally. But following the herd at this juncture would be irrational and irresponsible. With the risks of an economic downturn increasing and market optimism sky-high, a reality check in the form of a price correction is becoming far more likely. The Fund team are tactically positioned to take advantage of expected future volatility and are very confident that their approach will reward unitholders in the year ahead.
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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.