The Nvidia-Arm merger gives the combined group a quantum leap over other chip makers, according to John Lobb at Insync Funds Management. The merger transaction is valued at USD 40 billion.
megatrend
Megatrend: Universal Basic Income – Secular shift towards value for money-based consumption
Described by Martin Luther King Jr as the solution to poverty, universal basic income (UBI) may become an inevitability in this era of advanced technology.
Global petcare: $125bn+ growing megatrend
Global pet care surpassed US$125 billion (AUD$191 billion) in 2018 (Euromonitor International) and 73% of that was on pet food.
Cloud computing: the new megatrend
The cloud computing industry looks set to experience significant growth in the next decade, promising more affordable services to consumers and businesses alike, writes Insync Fund Managers’ Monik Kotecha.
Cloud computing is a megatrend worth considering
In a low-growth environment it is worth considering identifying/investing in megatrends through highly profitable companies important to generate growth in the portfolio. Megatrends tend to be independent of the economic cycle and typically last for over 10 years in duration. What is cloud computing? Cloud computing, often referred to as simply “the cloud,” is the […]
The Silver Economy shines for long-term growth in portfolios
While Australians can invest in some excellent local healthcare companies, there are limitations. For instance, they tend to be either single or narrow product device companies, says Monik Kotecha, Insync. Global pharmaceutical companies benefit from ageing demographics By 2005, 10 per cent of global population was aged over 60 By 2050, 22 per cent of […]
Insync invests in global biotech company Thermo Fisher
Insync Global Titans Fund has invested in global biotechnology company Thermo Fisher Scientific on an attractive free cash flow yield of 5.7 per cent for 2016. Ageing populations, the need for better and broader healthcare access globally, more stringent environmental and testing regulations, along with the rising demand for better healthcare and a cleaner environment […]