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.

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

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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Portfolio Review 4Q21

It was not an easy year, despite the economy recovering as we moved out of the worst of the covid epidemic, and markets hitting new …

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