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February 13, 2020

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 re...

February 11, 2020

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. 


...

February 10, 2020

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 tra...

February 10, 2020

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 govern...

February 4, 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...

January 14, 2020

Performance Commentary

Global equity markets hit record highs in December on the back of the U.S. and China avoiding escalating their trade war in mid-month with an agreement to halt tariffs as well as rolling back some of the tariffs implemented earl...

December 13, 2019

Performance Commentary

Equities continued to rally in November, which has been a relatively consistent feature of markets in 2019, buoyed by the potential for progress on a trade deal. Developed market equities outperformed emerging market equities, w...

November 28, 2019

Performance Commentary

October was a positive month for global equities lifted by the US Federal Reserve cutting interest rates for the third time this year, and the US and Chinese authorities moving closer to agreeing a partial deal on trade. Emergin...

November 5, 2019

Disruption Risk – Everywhere! Ignore at your peril

Understanding disruption risk is one of the key drivers of avoiding underperforming businesses. This is critical in a world where most businesses are experiencing significant turbulence because of the...

October 25, 2019

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’s 3 key criteria;

  1. It was (and still is) on the right side of global disruption, benefitti...

October 16, 2019

Performance Commentary

Global equity markets proved resilient in the 3rd quarter of 2019. Most markets turned in relatively flat performance in local currencies, with the weak Australian dollar being the major contributor towards strong performance of...

September 17, 2019

A 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, and the success rate has been trending downward” Boston Consulting Group (BCG)


With odds like...

August 14, 2019

A 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 about Artificial Intelligence (AI) and the reality is that it’s finally begun to deliver on the p...

August 4, 2019

The Quarter in Review

Global equity markets had a positive quarter with the US leading, followed by non-US developed and emerging markets. The S&P 500 Index had its best first-half performance since 1997, overcoming rising trade rhetoric between the U...

July 31, 2019

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 p...

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©2018 by Insync Funds Management Pty Ltd.

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.