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 4Q17

The year of the “bull market in all things” is coming to an end, and with it, we suspect, the broad, indiscriminate bull. Global economies …

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Portfolio Review 3Q17

These are difficult times for investors who believe in value. With the S&P trading at higher valuations than it has for 90% of the last …

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Portfolio Review 2Q17

Nearly all asset classes are up this past quarter, everything up together in a last hurrah for the global post-crisis stimulus. Of course asset prices …

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Portfolio Review 1Q17

The Trump era is underway…and the markets apparently like it. With only a brief pullback after the failure of the Obamacare repeal-and-replace, the U.S. stock …

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