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

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 …

read insight

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 …

read insight

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 …

read insight

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 …

read insight

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