To create a winning Managed Fund portfolio, you need to have an investment strategy that can withstand all market conditions.
Having experienced the highs and lows that equity markets had to offer in 2020, the December period ended on a high note, with that continued strength looking to continuing into the New Year.
However, the recovery has not been across the board. Growth stocks have significantly underperformed value/cyclical as investors reposition their portfolios in anticipation of an economic recovery. Historically, we have experienced similar market conditions, where short-term speculative flows converge on a popular ‘trade’. We know that share prices are ultimately determined by earnings in the long term, which is why our approach focuses on fundamentals above all else!
We explore these themes in the recording of our Managed Fund update. Matthew Swartz, Portfolio Manager, and Arjun Shanker, Business Development Manager, share their insights on how investors can capitalise on the market conditions and how we are structuring our Managed Fund portfolios for growth and income.
No matter your stage in life or whether you seek capital growth, income, or diversity, Lincoln Indicators has the ideal Managed Fund solution for you.
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.