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.

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All
  • All
  • 2017
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  • 2021
  • 2022
  • 2023
  • 2024
  • Insights
  • Portfolio Review
  • Uncategorized

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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Portfolio Review 1Q18

As complacency gave way to concern, the global bull market came to an end, as we suggested last quarter it might. It has been a ...
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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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Investment fads come and go, but value is never out of style.