Insights

about Adrian's insights

The Insights are made up of two components, the Portfolio Review and the Market Updates. The Portfolio Review is a quarterly report, prepared for clients, discussing the outlook for markets and how we are positioning client accounts. While Market Updates are occasional reports analyzing a particular market, usually after a specific event or development.

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  • 2017
  • 2018
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  • 2021
  • Portfolio Review
All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • Portfolio Review

Portfolio Review 3Q21

To taper or not to taper, that is the question. So far, the Federal Reserve’s constant talk and threats of an impending taper have performed …

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Portfolio Review 2Q21

It is an upside-down world, where the government pays people not to work; borrowers guarantee to return less than you lent; and the wildest speculations …

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Portfolio Review 1Q21

This was a difficult quarter for us, with overvalued stocks and sectors becoming even more overvalued, while gold unexpectedly languished. With many economies around the …

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Investment fads come and go, but value is never out of style.

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