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

Market Insight – A Strong Bull Market for Gold Lies Ahead, As Conditions Turn

December 20, 2022
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 ...
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Portfolio Review 3Q 2022

October 1, 2022
The Great Reckoning is upon us. After more than a decade of easy money and excessively low interest rates, which boosted asset prices beyond reason ...
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Market Insight – What Powell Didn’t Say

August 28, 2022
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

June 30, 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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