Insights

about Adrian's insights

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

  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • Insights
  • Portfolio Review
All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • Insights
  • Portfolio Review

Portfolio Review 4Q 2022

After years of mostly strong investment markets, spurred on by excessively easy money and ultra-low interest rates, markets around the world and all asset classes …

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Market Insight – A Strong Bull Market for Gold Lies Ahead, As Conditions Turn

Federal Reserve chairman Jerome Powell put a damper on gold’s incipient rally last week when he said that the Fed would remain tighter for long …

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Portfolio Review 3Q 2022

The Great Reckoning is upon us. After more than a decade of easy money and excessively low interest rates, which boosted asset prices beyond reason …

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Market Insight – What Powell Didn’t Say

There was nothing surprising in what Federal Reserve chairman Jerome Powell said in his long-anticipated Jackson Hole speech on Friday. In just eight minutes, without …

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