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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.
This was a difficult quarter for us, with overvalued stocks and sectors becoming even more overvalued, while gold unexpectedly languished. With many economies around the …
Few will regret the passing of Anno Domino 2020, though investors per se for the most part did well. (This letter focuses on investments, without …
It was a difficult quarter, with political chaos, covid still a concern—from a new curfew and restrictions in Britain and Spain to the illness of …
Investment fads come and go, but value is never out of style.
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