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 4Q19

The year just ended was a year when virtually everything was up, U.S. and foreign stocks, bonds, precious metals—almost every major market and sector except …

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Portfolio Review 3Q19

As we move into the last quarter of the year, markets have resumed their rallies, responding to another round of lower rates and easy money …

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