The Internet of Things - $1.2Tn (USD) Global Megatrend

The Fourth Industrial Revolution Steam engines, mass production, and Internet technology; each brought epic revolution to business and to our lives. Today we are in the midst of what is called the ‘fourth industrial revolution’ – the convergence of physical things with the Internet. The Internet of Things (IoT) has forecasted growth expected to reach $1.2Trillion USD by 2022. It’s now growing at 3-4x global GDP, a good place to be invested as average corporate earnings slow elsewhere. There are now more IoT connected devices than humans. These devices and machines range from wearables like Fitbits, to refrigerators that re-order your groceries, to RFID inventory tracking chips on a pallet of

Insync June 2019 Fund Commentary

Performance Commentary Global equities finished higher in June on expectations of monetary stimulus from the US Federal Reserve and the European Central Bank due to weak economic data, ongoing trade concerns and low inflation. Developed markets continued to outperform emerging markets. Manufacturing surveys have weakened around the world, with a notable decline in the US business surveys and continued weakness in China, Japan and Europe. Germany’s manufacturing sector in particular looks to be struggling. By sector, technology and financials were the leaders and the laggards were energy, real estate and health care. From a style perspective, growth continued its trend of outperforming value

Who needs kids when we have Fluffy and Rex - The $125 billion growing Megatrend

Global pet care surpassed US$125 billion in 2018 (Euromonitor International). 73% of that was on pet food. What’s more, when recession hits, pet food is the last item on the shopping list to be traded down to a lesser perceived quality or brand. Pet food is marketed to owners not the pets. It’s growing at 6% compound annual growth rate (CAGR) since 2013 with strong tailwinds for the decade ahead, well ahead of global nominal GDP growth. “Pet humanisation” whereby pets are being treated more like humans than animals – is becoming increasingly common. It’s a global trend across developed and middle-income nations everywhere. Their owners seek out higher quality foods, high-end accessories and
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©2018 by Insync Funds Management Pty Ltd.


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