Who is the largest, most successful emerging market? – Part III

The flag gives it away of course…. and it is a surprising if not a controversial choice. After all, how can the greatest, largest market of capitalism be only ‘emerging’? Simple; all markets are now emerging in this next phase of capitalistic and technological evolution. The Fourth Industrial Revolution is changing many aspects by which countries, industries and companies will succeed and in how. In doing so the well-established means of assessing these changes will also be subject to change. Benchmarks, assumptions and key ‘measuring sticks’ are all impacted. Historical facts are still useful but not as sacrosanct as they once were moving forward. It is simple but not easy to evaluate who w

Insync January 2020 Fund Commentary

Performance Commentary The Global Equity Market built upon its strong year-end December close (+3.50% in US dollars (USD)) adding another 2.5% USD by mid-January when the Coronavirus first made itself known. The indices then retreated 3.6% over the remainder of the month as investors deliberated the impact the virus would have on the Global economy. Whilst the benchmark lost a net 1.13% in US dollars (USD) by the end of January, a 4.85% decline in the Australian dollar (AUD) against the relevant basket of currencies lifted local currency denominated returns significantly. Relative gains were posted in Utilities (AUD +10.44%) and Information Technology (AUD +7.88%) with Materials (AUD -1.99%)

Media Release - Megatrends possess an aura of inevitability for Insync

Over the next 15 years we will experience more change than ever in human history. Simply investing along country and sector lines will no longer provide the potential differentiation or the potential out performance of benchmarks that it once did. Insync invests in megatrends to pick stocks that are more likely to outperform their peers in the future. Megatrends possess an aura of inevitability. Like a tsunami they are unstoppable, are enormous in size and have a far and wide-reaching impact. In an uncertain world they provide greater certainty as to where the world is heading. By 2030, 8.6 billion people will walk the earth: Around three million people move to cities every week Cities wil

Who is the largest, most successful emerging market? – Part II

In part I we identified the 7 crucial drivers: these being. Demographic momentum across a variety of factors Knowledge and technology superiority Business ‘friendly’ regime Strong corporate governance Ability to adapt and transition Superior capital access Significant Megatrend exposures In part 1 we looked at demographics and gaining an appreciation for the next 4 drivers is crucial to understanding why we have this nation in pole position. We reveal who in Part III. You may recall from Part I that Insync views all markets now as emerging. A challenging thought for very good reasons! There is a profound shift occurring in how value is being created in industries and companies globally. It’s

Who is the largest, most successful emerging market? – Part 1

We believe it’s the one with 7 superior long-term drivers working in its favour. These being. Demographic momentum across a variety of factors Knowledge and technology superiority Business ‘friendly’ regime Strong corporate governance Ability to adapt and transition Superior capital access Significant Megatrend exposures Most of all it is a market that is well positioned to capitalise on the fourth industrial revolution. This is why we categorise it as an emerging market. It will surprise many. This new era we have now entered means all nations are ‘emerging’, as each adjusts (or fails to adjust) to the new reality. It is this quiet and accelerating revolution that is not only all-pervasive

Quarterly Insights - January 2020

Quarterly Performance Commentary If only every quarter was superb……..Whilst our 1 year returns to the end of the December quarter stood at 37.22% - Global Quality Equity and 32.76% for the Capital Aware option, the 3-month positive returns for both options were slightly less than the index. (MSCI ACWI -ex AUS). These returns did however place us in #2 position in the industry for global funds and has Insync in the top quartile over 1,3,5 and 10 years^. A high batting average again: Pleasingly twenty of the thirty stocks in the portfolio outperformed the benchmark over the year to December 2019, a 66% batting average. Once again this illustrates that our process and approach does not rely o
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