COVID-19 impact and opportunities

Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Kien Trinh

Kien Trinh

Head of Research

Apr 8th, 2020
1hr 17mins

The outbreak of COVID-19 has led to a rapid and volatile share market correction in recent weeks. From history, we understand that these events are temporary and can provide substantial wealth creating opportunities for the disciplined investor.

Over the long-term markets are resilient and will eventually recover to new highs. Globally, we are seeing a coordinated response from Government and central banks aimed at limiting the economic damage and keeping financial markets functioning. Central banks have reduced cash rates to near zero percent and have aggressively begun another round of quantitative easing. Governments have also stepped up fiscal stimulus efforts, providing billions of dollars in assistance to workers and businesses impacted by the shutdown. The market volatility has created a rare and wonderful opportunity for investors to buy into high quality stocks at heavily discounted prices.

No matter your investment objectives – whether income or growth – Lincoln Managed Funds enables you to access a well-diversified portfolio of high quality financially healthy stocks that are likely to rebound strongly when the market recovery takes place.

Matt Swartz, Senior Portfolio Manager, is joined by Kien Trinh, Head of Research, and Jason Bartolo, Senior BDM, where they share their knowledge and discuss:

  • COVID-19 – impact and opportunities
  • How we use our academically proven Financial Health Model to identify stocks that can ride out a recession
  • How we identify factors that drive portfolio returns using our quantitative methodology
  • The investment strategy of the Lincoln Managed Funds
Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Kien Trinh

Kien Trinh

Head of Research

Apr 8th, 2020
1hr 17mins
The information in this communication is market commentary only and reflects Lincoln’s views and beliefs at the time of preparation, which are subject to change without notice. To obtain up-to-date information, please contact us.

Important: This communication is provided by or on behalf of Lincoln Indicators Pty Limited ABN 23 006 715 573 (Lincoln), as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 for information and educational purposes only. This content may contain general financial product advice. It has been prepared without taking account of your personal circumstances and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. Investments can go up and down. Past performance is not a reliable indicator of future performance. Shares and other investments may go up and down in value, and their past performance may not be repeated and gives no guarantee of future performance. Information in this communication was current as at the date of its preparation, unless otherwise stated, and may be subject to change.

You should read and consider our Important Information and our Financial Services Guide (FSG) which sets out key information about the services we provide. Where our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Product Disclosure Statement (PDS) for the product at www.lincolnindicators.com.au before making any decision.

At the date of preparation of this communication, Lincoln, Lincoln Financial Group Pty Ltd or directors, employees and/or associates of these entities "may hold" interests in these ASX-listed companies. Further information about particular stocks held by these entities or persons from time to time is disclosed within the Stock Doctor program and may change at any time without notice.

Lincoln, Lincoln Financial Group Pty Ltd, any directors, employees and agents of these entities, make no representation and give no warranty as to the accuracy of this communication and do not accept any responsibility for any errors or inaccuracies in, or omissions from, this communication (whether negligent or otherwise) and are not liable for any loss or damage howsoever arising as a result of any person acting, or refraining from acting, in reliance on any information in this communication. No person should rely on this communication as it does not purport to be comprehensive. This disclaimer does not purport to exclude any rights under, or warranties implied by, law which may not be lawfully excluded.

Lincoln has taken precautions to minimise the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any downloadable content. We do not accept liability for any loss or damage caused by software viruses.

Copyright © 2021 Lincoln Indicators Pty Ltd. All rights reserved.

All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.