Simply comparing the success of a portfolio against benchmarks is useful but not sufficient if looking to build sustainably higher returns in a fund compared to the market.
Insync Funds Management
PayPal is coming at Afterpay and others with QR and BNPL
PayPal is chasing other remote payments like ApplePay and Afterpay with a ‘COVID era’ QR code application.
Hydrogen set to propel low-emission energy megatrend
Hydrogen-based fuel cells will increasingly play a significant role in the ‘Low Emission Energy’ Megatrend. This trend is about to accelerate. Hydrogen fuel cells are already on the rise especially in transport and heavy industry.
Patience is key to Insync’s growth approach to investing
Insync Funds Management’s approach invests in proven companies doing very well financially and with long runways of growth. A case in point is IDEXX Laboratories, a global leader in diagnostics to the animal health industry.
Disruption is not enough – is the business profitable?
Disruption has always been a force in the development of open economies that are using innovative technologies/online platforms to upset traditional business models. However, is evidence of disruption or the threat of disruption enough in its own right to build an investment strategy?
Are growth style managers the safer bet long term?
The past 12 months has provided an interesting short-term phenomenon where Covid-19 accelerated the flight to online shopping and remote communication technologies and food delivery services. Many growth managers exposed to these stocks performed well.
HUB24 adds Insync’s megatrend focussed fund
HUB24 has added the Insync Global Quality Equity Fund to its platform. It is expected the fund will be available in both Investment and Super Accounts by the end of December 2020. This new fund is in addition to the Insync Global Titans SMA managed with the same strategy on HUB24.
Insync megatrend focus: Gen-Z and Millennials
The rise of the Millennial and Gen-Z consumer may well be the most profound demographic shift in history. Yet with daily news on crises, technology and politics, a longer-term trend like generational change is easily overlooked.