Category: News

We may not have flying cars (yet), but the rapid innovations in vehicle technologies are cultivating a driving experience more reminiscent of Jetsons episode than of the cars our parents drove us to school in.

The eCommerce industry is thriving now more than ever before, and is poised to only get bigger and better as more and more people around the globe abandon their cash and cards in lieu of mobile payment methods.

Harley Davidson, once a stock market darling and come-back king faces trouble ahead with hard-hitting consequences for its shareholders. A demographic seismic shift is occurring with those aged 19-35 (Millennials) and their younger cousins – Centennials aged up to 18. Together they account for 57% of the global population and importantly hold a similar share of the workforce.

There are few fundamental truths that seem to continue to endure, within a world in an ever changing state of flux, one which seems to change further with each morning tide. Yet, since the 1850’s, when British engineer Henry Bessemer first developed an inexpensive manner of mass producing Steel, Iron Ore and Steel have become and remained fundamental to modern day production and construction for over a century and a half, with no signs of slowing down.

In the last 20 years, the world of technology as we know it has changed seismically to a point beyond recognisable. Encyclopaedias of information, the latest updates on current affairs, and collages of memories, as well as the most trivial of details on our friends’ brunching habits have all been condensed, compounded and placed in our pockets. Print news is being eschewed in favour of online media outlets, and landlines are now almost exclusively reserved for your grandparents’ homes.

We are often asked about why Insync don’t invest in BMW and have a negative view on the automotive sector. Surely the trend towards autonomous cars is going to be a boon for the industry.

Agriculture has long been ingrained within Australia’s export history but changes within the industry have seen shifts away from sheep meat, despite rising demand which saw a new Australian price record for lamb last month, when a mob of 85 lambs achieved $345 per head in Southern NSW.

The May edition of The Monitor runs through seven events indicating an increasingly fragile market.

At the end of last year, RBA Governor Philip Lowe, deemed cash and card transactions as a “niche payment” highlighting that they are becoming less prominent in our day to day activities.

Being on the right side of disruption is going to be a key driver of generating future investment performance. Many consumer staple companies that have been at the core of quality portfolios are now being disrupted and beer clearly falls into the same category.

Meat & Livestock Australia, in collaboration with the not-for-profit advisory company Agri Benchmark, released an article in January of this year providing a thorough analysis on the ebbs and flows of the sheepmeat market over the most recent decade in particular, as well as providing a prediction for the industry’s trajectory going into the next decade. 

The recent Liberal win at the Federal election has unleashed a quarry of concern from the nation, with climate change being a major topic.