Australia is now in a recession

Presented by
Jun 23rd, 2020
1hr 11mins

It’s official. Australia is now in a recession, our first in nearly 30 years.

Whilst this might stir-up memories of inflated interest rates and high unemployment, we feel once our economy starts moving again with the relaxation of lock-down laws, this should be a short-lived period.

What to do in a recession

As we say at Lincoln, volatility brings opportunity and a recession is no different. Market corrections present wonderful buying opportunities. They are also an ideal time to look at your diversification strategy, and with the imminent launch of our Lincoln U.S. Growth Funds, we look forward to sharing details of how you can invest using our trusted quantitative methodology into the U.S. market.

The same trusted methodology that has seen our Lincoln Australian Wholesale Growth Fund deliver the highest annualised performance returns of all 514 funds in the Money Management AMI Equity – Australian sector over a 3 year period, as at 30 May 2020^. This is the second consecutive month we have sat in this position, an achievement we are extremely proud of.

In this webinar recording, we lift the bonnet on our investment strategies, sharing insights and learnings with our Lincoln community, so that you may recession-proof your portfolio.

Agenda:

  • Market outlook
  • 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
  • Diversification with the launch of our Lincoln U.S. Growth Funds
  • The investment strategy of the Lincoln Managed Funds

 

^ Source: Money Management https://investmentcentre.moneymanagement.com.au/factsheets/mi/gq5j/lincoln-australian-growth

Presented by
Jun 23rd, 2020
1hr 11mins
Information in this communication is current as of publication unless otherwise stated. It is provided for educational purposes only and may not reflect current market data or opinion. It should not be relied upon in respect to any current investment decision. Investments can go up and down. Past performance is not a reliable indicator of future performance.

Important: This communication is issued by Lincoln Indicators Pty Ltd (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised to place undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Important Information and Financial Services Guide (FSG) for more information at www.lincolnindicators.com.au . If 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) at www.lincolnindicators.com.au before making any decision.

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 shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader 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, Lincoln Financial Group Pty Ltd and directors, employees and/or associates of these entities may hold interests in ASX listed companies. This position is disclosed within the Stock Doctor program and may change at any time without notice.

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 © 2022 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.