Insync Investor Series - Babies and Grandparents

Getting Insync with the Global Downshift The major issues driving the next big stage of global development and what it means for investors. Babies & Grandparents Where it starts and ends. The world was quietly changing in big ways whilst we focused on other things. The ‘We” being media, governments, central banks, economists, fund managers and academics. True the ‘other things’ deserved our full attention, like the GFC, but they are like the noisy child demanding our attention at the expense of other equally as important things. 1.4 Billion less babies. Since the early 1990s there has been far less of them. Twenty years on (around 2008) that generation finally went to work but with -.14Bn,

Monthly Fund Commentary - Aug 2017

Global Titans Fund commentary Global stocks finished up just over 1% for the month on the back of investor optimism over improving world economic growth. Economic growth accelerated in the US and appears to be broadening across the euro zone. This has raised questions about the direction of monetary policy, however, markets seem relatively unconcerned. The Fund’s unit price increased by 1.0%, after the cost of protection, in August. The performance was driven by positive contributions from our holdings in PayPal, Visa, Microsoft, Diageo and Unilever. The main negative contributors were Stryker Corp, Reckitt Benckiser, Medtronic, Walt Disney Co and Inc. The Fund continues to h
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