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.

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

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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Portfolio Review 2Q20

Global stock markets zooming ahead amidst historic unemployment and economic contraction is surreal. Half of the U.S. has been locked down, with economies virtually shut, …

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Portfolio Review 1Q20

A Black Swan appeared in the form of a virus, slamming the economy and markets, with virtually every asset class and every market down sharply …

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