Having rallied back above their pre-COVID highs, share markets continue to climb and supported by record low interest rates, ongoing government stimulus, and now a pick-up in corporate earnings, investors can expect another year of positive returns.
But while the past year was punctuated by easy gains across the board, the appetite for speculative and risky assets is now waning. The market is also beginning to mean revert after shifting away from growth factors back in November, with the odds between growth and cyclical value factors now more evenly balanced.
This shift has been reflected by the outperformance of the Lincoln Australian Growth Fund over the past quarter. The rotation is also to the benefit of the Lincoln U.S. Growth Funds, while the Lincoln Australian Income Fund has generated attractive dividend yields with lower volatility than the market.
In our investor-only Quarterly Funds Update Webinar you’ll hear from:
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.