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.

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

Portfolio Review 4Q 2021

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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Portfolio Review 3Q 2021

To taper or not to taper, that is the question. So far, the Federal Reserve’s constant talk and threats of an impending taper have performed …

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Portfolio Review 2Q 2021

It is an upside-down world, where the government pays people not to work; borrowers guarantee to return less than you lent; and the wildest speculations …

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Portfolio Review 1Q 2021

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