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

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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Portfolio Review 2Q 2022

The party’s over. Increasingly, for the past decade and before, America and much of the world have been living beyond their means, with the economy, …

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