Insights

about Adrian's insights

The Insights are made up of two components, the Portfolio Review and the Market Updates. The Portfolio Review is a quarterly report, prepared for clients, discussing the outlook for markets and how we are positioning client accounts. While Market Updates are occasional reports analyzing a particular market, usually after a specific event or development.

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

Portfolio Review 4Q19

The year just ended was a year when virtually everything was up, U.S. and foreign stocks, bonds, precious metals—almost every major market and sector except …

read insight

Portfolio Review 3Q19

As we move into the last quarter of the year, markets have resumed their rallies, responding to another round of lower rates and easy money …

read insight

Portfolio Review 2Q19

The Federal Reserve made clear that it was now on a dovish path and the markets responded strongly, including the gold market. This was hardly …

read insight

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

You are now leaving Adrian Day Asset Management

You are now leaving www.adriandayassetmanagement.com. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on the websites linked hereto.

You will be redirected to

Click the link above to continue or CANCEL