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November 2024 Monthly Update

Trump’s victory and Republican control of Congress drove US market performance in November as expectations for tax cuts, deregulation, and expansionary fiscal measures rose. US stocks overall rose 6% significantly outperforming other markets. Financials, energy, and industrials benefited most whilst a strong Q3 earnings season added support (9% EPS growth YoY). Growth stocks outperformed Value as healthcare lagged. Global equities overall gained 4.3%, but trade policy risks, a strong dollar, and fears of less supportive US monetary policy weighed on emerging markets with Latin American and Asian equities underperforming.


Since 2017, the portfolio has outperformed annual index returns in six of the past seven years, underscoring Insync’s disciplined and data-driven approach (see next page). Importantly, over 5-year rolling periods, the funds have consistently met their stated benchmark objectives after fees.


We are in the midst of a significant investment regime shift reinforced by Trump's election. Higher rates, trade wars, re-shoring, and supply chain shifts signal greater volatility. Dispersion in returns across sectors and geographies will rise, complicating macro forecasting and emphasizing the importance of active stock picking for attractive returns.  Insync remains committed to investing in highly profitable businesses strategically positioned to capitalize on megatrends, with reduced exposure to economic cycle fluctuations.

Both Funds outperformed!

Video Gaming Megatrend: A Leading Entertainment Force

 

Gaming continues to lead as a cultural and economic powerhouse. With expected growth of 6% p.a. for the next 5+ years it will outpace global GDP. Revenues now surpass streaming and box-office sales combined, having established itself as the dominant media industry worldwide

 

Younger generations (especially aged 2-18) spend about 30% of their entertainment time in game environments. To play, socialize, and consume media of all sorts. Women and older adults are increasingly embracing gaming, signalling a broader consumer reach.

 

A major emerging trend driving broader engagement are games that enable players to co-create, like Minecraft and Roblox with almost 79% of gamers participating in this format. This is accelerated by ‘generative AI’ as it enhances personalization and creativity of gaming experiences.

  Gaming combines technology, social interaction, and entertainment. Companies that innovate and deepen engagement most effectively will thrive, and Insync invests in these when they demonstrate excellence in profitability, financial performance, and management. This is just one of 17 megatrends in the portfolio.  



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