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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  • Portfolio Review

Portfolio Review 1Q17

April 1, 2017

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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