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
  • 2023
  • 2024
  • Insights
  • Portfolio Review
All
  • All
  • 2017
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • 2024
  • Insights
  • Portfolio Review

Portfolio Review 1Q 2019

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 4Q 2018

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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Portfolio Review 3Q18

The U.S. reigns supreme, as the U.S. dollar, stock and bond markets all rose in the latest quarter, almost alone. Global equities, foreign currencies and ...
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Portfolio Review 2Q18

The long global bull market has clearly ended, as central banks begin to unwind their massive Quantitative Easing programs that followed the 2008 credit crisis. ...
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Investment fads come and go, but value is never out of style.