As Big Pharma consolidates and their portfolio of drugs rationalise we expect better margins and more investment into novel therapies. This will lead to increased and higher dividends and a potential re-rating of the sector. Insync Funds Management expects big Pharma to reduce from the current eight large players over the next 12-24 months as […]
Insync Funds Management
SMSF investors are missing the boat on global equities: Insync
Global equities are still a small proportion of total SMSF assets “There are many exceptional global companies that have impressive track records of compounding earnings and dividends at a rate and consistency that would be difficult for all but a handful of Australian companies to achieve,” says Insync’s Head of Research, Marcus Tuck Although the […]
Back global stocks wired to the rise of the ‘emerging consumer’: Insync
A good way to get long term exposure to global stocks is to buy high quality multinational companies based in developed markets that have a growing slice of their business wired to consumer spending in high-growth developing economies First there was BRIC, now there is MINT (Mexico, Indonesia, Nigeria and Turkey). By exposing their portfolios […]
Insync appoints David Johns as Business Development Manager
Boutique funds management company, Insync Fund Managers, has appointed David Johns as its Business Development Manager. David has over 25 years’ experience in financial markets across stockbroking and funds management, both international and domestic. He started his career as a stockbroking research analyst, covering mostly industrial stocks with an emphasis on the media and retail […]
Emerging Market share market falls represent an opportunity for investors
The Fed and IMF have been quick to put EMs in context by allaying fears International fund manager Insync is not altering its portfolio after EM falls Emerging Markets account for nearly half of the world’s GDP Investors should have some exposure to consumers in EM countries in their portfolios, i.e. some diversification away from […]
Rethinking equities investment strategies – an absolute approach
The adage of ‘time in the market versus timing the market’ does not wash with investors in their late 40s, 50s and 60s, warns Kotecha As the population ages, a new approach to equities investment is needed, says a leading fund manager. ‘An active, flexible and dynamic approach to managing equities and asset allocation […]
SMSFs miss global stocks’ upside, fund manager warns
SYDNEY September 2013 – SMSFs are missing the upside of global stocks because they do not invest offshore due to the cumbersome and expensive process, a leading wealth builder has warned. ‘One of the reasons that SMSFs don’t invest much in offshore stocks is because it is fairly cumbersome and expensive to do so,’ says […]