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.

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  • 2023
  • Insights
  • Portfolio Review
All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • Insights
  • Portfolio Review

Portfolio Review 4Q 2023

The tide has turned. The Federal Reserve may not have used the word “pivot”, but they made clear that there was a significant change in ...
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Portfolio Review 3Q 2023

We’re not there yet! Federal Reserve Chairman Jerome Powell was relatively hawkish at his last press conference, as Fed members predicted another hike this year, ...
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Portfolio Review 2Q 2023

The end is nigh. The end of the Federal Reserve’s rate hiking cycle, that is. But it is not here yet. We can still expect ...
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Portfolio Review 1Q 2023

If not a pivot, it was a significant shift in policy. The Federal Reserve’s official communique after its last hike earlier in March as well ...
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Investment fads come and go, but value is never out of style.