Recording: Managing your portfolio at the end of the speculation era

Managing your portfolio at the end of the speculation era Webinar Banner
Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

James Albanis

James Albanis

Business Development Manager

Dec 8th, 2022
1hr 09min

Halloween may be over but make no mistake, the zombies are still walking among our investment universe.

In the 2022 calendar year, markets have had to wave goodbye to the accommodative era, which saw corporations and financial investors benefit from abundant cheap capital, record-low interest rates, and government stimulus. Inflation has come and spoiled the party as policymakers are being forced to tighten the purse strings.

We have now entered a phase of significant policy restriction, and this comes at a time when the number of zombie companies lurking on the Australian and US markets has never been higher.

In the new market environment, sensible stock selection becomes a critical component of successful portfolio management. We must not only try to avoid zombie companies but also identify quality businesses best positioned to navigate through a more challenging set of economic conditions.

According to Tim Lincoln, Co-Founder and Managing Director, “if it doesn’t pass our health score, you’re just speculating”.

We invite you to watch our webinar, where Matthew Swartz, Senior Portfolio Manager, and James Albanis, Business Development Manager, peel back the layers of what’s driving the current turbulent market conditions and our views on what opportunities may be available in the market.

 

Webinar agenda:

  • Economic update
  • Zombie company analysis
  • Overview of our Managed Funds products, performance, and how they could be suitable to investors
  • What to expect in markets in the months ahead
  • Live Q&A session
Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

James Albanis

James Albanis

Business Development Manager

Dec 8th, 2022
1hr 09min
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 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.

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