May 54 minSeven Questions with Monik KotechaThis is a regular feature from the AFR completed a couple of weeks back by Insync Funds Management’s Chief Investment Officer, Monik Kotecha
Apr 154 minHistory, a Useful Tool - Not a Looking Glass‘This time’ will rarely be the same as the past. History has always been misquoted and misused
Apr 73 minMedia Release – Booking Holdings – Ideally positioned for the inevitable recovery in travelInsync Funds Management defies the gloom around COVD-19 and travel/tourism by retaining its holding in booking.com.
Mar 204 minWash your hands, it's time to start picking through the long term opportunitiesIn a recent communication, we talked about the value of not panicking and sticking to your long term plan during a situation like the current Covid-19 virus....
Mar 125 minVolatility and the Coronavirus – The art of not panicking and sticking to your investment plans!The coronavirus outbreak is first and foremost a human tragedy, affecting hundreds of thousands of people. It is also having a growing impact on the global e...
Feb 214 minWho is the largest, most successful emerging market? – Part IIIThe 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 onl...
Feb 105 minWho is the largest, most successful emerging market? – Part IIIn part I we identified the 7 crucial drivers: these being. Demographic momentum across a variety of factors Knowledge and technology superiority Business ‘f...
Feb 104 minWho is the largest, most successful emerging market? – Part 1We 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 ...
Oct 25, 20196 minBeauty is in the eye of the investor!Insync invested into Estēe Lauder 3 years ago. Why did we, how is this investment progressing and what are its prospects? To begin, Estēe Lauder meets Insync...
Sep 17, 20197 minGE Smashed by DisruptionA shrivelled leviathan. What investors can learn from the once mighty, and now fallen. “Only about 1 in 4 transformations succeed in the short and long run, ...
Aug 14, 20195 minThe Impact and Opportunity of Artificial IntelligenceA massive Megatrend that’s only just beginning to reach into every part of our lives and industries. Is it all just technology hype? We are hearing a lot abo...
Jul 31, 20194 minThe Internet of Things - $1.2Tn (USD) Global MegatrendThe Fourth Industrial Revolution Steam engines, mass production, and Internet technology; each brought epic revolution to business and to our lives. Today we...
Jul 1, 20193 minWho needs kids when we have Fluffy and Rex - The $125 billion growing MegatrendGlobal 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...
Jun 25, 20191 minJohn Lobb talks about Disney verses NetflixNetflix features prominently in many global investment portfolios. In this Insync Insight, Portfolio manager John Lobb talks about our investment in Disney a...
May 24, 20196 minHouse of Mickey Mouse flicks NetflixWalt Disney – Content and platform powerhouse in a highly disrupted media sector The disruptor of Pay-TV and TV, Netflix is itself now facing a serious disru...
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