We present the second video of our new series “Expert Access – Quarantine Edition” which comes in three parts this time and revolves around investor questions collected during the past weeks.

Today, our Chief Investment Officer Gregory Hung talks about the top performers within our portfolio and how we approach the crisis. Our CEO Evelyne Pflugi adds why innovation is “the place to be” when it comes to resilient long-term investing and which positions she added to her own portfolio. Please find the short version below and the full version here.

Other posts

Thoughts From The Divide: Little Tweaks and Adjustments

BY JON WEBB
“I actually think we’re going to see inflation be choppy, and I expect that we’ll see employment stay robust.” As we noted back in May, “one swallow does not make spring”. But if we are to follow the advice of Keynes/Samuelson, when information changes, we should adjust our conclusions. Blast! The trick is, of course, balancing the two ideas to adjust conclusions when the evidence suggests such an adjustment is appropriate: you might call it Bayesian inference. The above quote from Bostic illustrates the problem, with the Atlanta Fed head implicitly stating that he will be ignoring any hot inflation prints. Read more →

C8 Weekly Bulletin; No, that is not AI

BY ROBERT MINIKIN
This week's issue is guest edited by one of our index providers, Axyon AI. Based in Italy, Axyon AI is a fintech company with a mission to bring AI-powered predictive value to the investment management industry. Using C8 Studio, the performance of Axyon AI's equity indices are then compared with classic market-cap weighted benchmarks. Read more →

MI2 Partners Thoughts From The Divide: Grief

BY JON WEBB
MI2 Partners Apr 04, 2025 “The market could have certainty that this is… Read more →
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