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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...

July 17, 2019

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 contin...

July 1, 2019

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...

June 25, 2019

Netflix features prominently in many global investment portfolios. In this Insync Insight, Portfolio manager John Lobb talks about our investment in Disney and why we believe it offers a superior investment over Netflix.

June 18, 2019

Performance Commentary

Global equity markets, having retraced most of their 4th quarter 2018 declines by the end of April, fell sharply in May on concerns around the negative impact on the global economy from a potentially protracted trade talks betwe...

May 24, 2019

Walt 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 disruptive threat. Its rise had been extraordinary, and what many may not know, early in its develo...

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