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.

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  • 2017
  • 2018
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  • 2020
  • 2021
  • 2022
  • Audio
  • Insights
  • Portfolio Review
  • Press
  • Uncategorized
  • Video
All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • Audio
  • Insights
  • Portfolio Review
  • Press
  • Uncategorized
  • Video

Portfolio Review 1Q21

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 …

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Portfolio Review 4Q20

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 …

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Portfolio Review 3Q20

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 …

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