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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All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • Insights
  • Portfolio Review

Portfolio Review 1Q 2022

April 1, 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?

March 8, 2022
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

January 12, 2022
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 4Q 2021

January 1, 2022
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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