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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  • Insights
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All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • 2024
  • 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 1Q 2022

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