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
  • 2024
  • Insights
  • Portfolio Review
All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • 2024
  • Insights
  • Portfolio Review

Portfolio Review 1Q 2024

Something is changing in the markets. Gold has moved up reflecting concerns about the underlying economy and financial system, and foreshadowing potential problems. The economy, ...
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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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Investment fads come and go, but value is never out of style.