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. While Market Insights are occasional reports analyzing a particular market, usually after a specific event or development.

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  • 2017
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  • 2022
  • Audio
  • Insights
  • Portfolio Review
  • Press
  • Uncategorized
  • Video
All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • Audio
  • Insights
  • Portfolio Review
  • Press
  • Uncategorized
  • Video

Portfolio Review 1Q22

A major war in Europe with discussion of the possibility of the use of nuclear weapons…U.S. sanctions that have accelerated the demise of dollar hegemony…commodity …

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Market Insight – What Does the Ukraine Conflict Mean for Investments?

There are many possible outcomes of the Ukraine conflict, over which we are very saddened, and with many factors at work, one needs to be …

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Market Insight – The Fed, Tightening, & Gold

The market, after seemingly believing the Fed’s narrative for the past six months, has finally called its bluff. However, if the Fed tries to move …

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