The Consumer Staple Sector - Significant Disruption

Insync began to observe major disruption within the large consumer branded companies two years back and sold a large proportion of the branded staples in the portfolio after our analysis showed they were suffering from major disruption. Whilst understanding disruption should be considered an important part of any investment process, we have contended for some time that the pace of disruption has accelerated, and this is why it is a core tenet of the Insync investment process. The future for many global brands started to become more difficult in 2012. Despite steadily rising global demand, a series of events began taking a toll on large consumer products companies’ revenues and profits. “Duri

Now You Can Blog from Everywhere!

We’ve made it quick and convenient for you to manage your blog from anywhere. In this blog post we’ll share the ways you can post to your Wix Blog. Blogging from Your Wix Blog Dashboard On the dashboard, you have everything you need to manage your blog in one place. You can create new posts, set categories and more. To head to your Dashboard, open the Wix Editor and click on Blog > Posts. Blogging from Your Published Site Did you know that you can blog right from your published website? After you publish your site, go to your website’s URL and login with your Wix account. There you can write and edit posts, manage comments, pin posts and more! Just click on the 3 dot icon ( ⠇) to see all the

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John Lobb on the Global Beer Market

Insync Portfolio Manager John Lobb gives and overview of the disruption in the global beer market and where Insync sees opportunity. #Megatrends #Disruption #Stocks #Heineken #FutureFocused

Insync February 2019 Fund Commentary

Performance Commentary Global Stocks have bounced back strongly over the past two months after one of the worst December quarters. Most regions and sectors participated in the recovery. Key drivers included a solid corporate earnings reporting season in the United States, a Fed that appears to be more measured in its outlook for interest rates and optimism around a US-China trade deal. Our Global Quality Equity Fund returned 5.38% in February compared to the benchmark return of 5.21%. our Global Capital Aware Fund (including downside protection) delivered a return of 5.29% after strong contributions from stock selection was marginally offset by a decline in the value of the index ‘puts’ due

Heineken – Beneficiary of global disruption and riding the Africa Megatrend

Being on the right side of disruption is going to be a key driver of generating future investment performance. Many consumer staple companies that have been at the core of quality portfolios are now being disrupted and beer clearly falls into the same category. Historically investing in beer companies has been attractive since most beer markets around the world are duopolies or oligopolies which led to rational competitive behaviour, high cash flow generation and high levels of profitability for incumbent players. In addition, in the pre-crisis period, global beer volumes typically grew in line with GDP, with revenues growing ahead due to pricing and mix effects. However, between 2010 and 2
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Disclaimer

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.