Insights

about Adrian's insights

The Insights are made up of two components, the Portfolio Review and the Market Updates. The Portfolio Review is a quarterly report, prepared for clients, discussing the outlook for markets and how we are positioning client accounts. While Market Updates are occasional reports analyzing a particular market, usually after a specific event or development.

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

Portfolio Review 2Q19

The Federal Reserve made clear that it was now on a dovish path and the markets responded strongly, including the gold market. This was hardly …

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Portfolio Review 1Q19

Stock markets and other assets reversed course after the Federal Reserve and other central banks faced market declines…and blinked. With an end to monetary tightening, …

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Portfolio Review 4Q18

A year ago, we wrote that “the bull market in (nearly) all things is coming to an end. And so it has, with a vengeance, …

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

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