John Lobb talks about Disney verses Netflix

Netflix features prominently in many global investment portfolios. In this Insync Insight, Portfolio manager John Lobb talks about our investment in Disney and why we believe it offers a superior investment over Netflix. #Disney #Disruption

Insync May 2019 Fund Commentary

Performance Commentary Global equity markets, having retraced most of their 4th quarter 2018 declines by the end of April, fell sharply in May on concerns around the negative impact on the global economy from a potentially protracted trade talks between the US and China. Economic data around the world has been softening with investors concerned that the risk of a recession has increased. This is most clearly reflected in the inversion of the yield curve in the United States. Remarkably 10 year bond yields in Germany, which are negative again, and Australia have reached record lows. Our Global Capital Aware fund delivered a return of -1.90%, after the cost of downside protection, in May compa
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