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.

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Thoughts From the Divide – Lessons Learned

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If the saying is that we’re always fighting the last war, Chair Powell and his Fed comrades appear to be shellshocked. Not so long ago, when asked about where the FOMC’s collective thinking was, Mr Powell went with the rather cumbersome formulation “not thinking about thinking about” rate hikes. This time around, when asked about the various ins and outs of potential rate cuts, Powell said point blank that “the next question… is when it will become appropriate to begin dialing back the amount of policy restraint that’s in place… that’s really the next question, and that’s what people are thinking about and talking about”. Read more →
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