by Insight Investment Counsel | Apr 18, 2023 | Client Letters
Dear Clients and Friends of Insight, We began the new year with the consensus view from market participants and strategists that our economy would slow down from 2.6% growth in the fourth quarter. It would eventually turn negative in 2023, leaving the economy in a...
by Insight Investment Counsel | Jan 13, 2023 | Client Letters
Dear Clients and Friends of Insight,It seems almost everyone is pleased to see 2022 come to a close. The year brought many challenges and disappointments to the world. Investors of all stripes suffered losses from global bear markets. Our 2022 letters chronicled the...
by Insight Investment Counsel | Oct 14, 2022 | Client Letters
Dear Clients and Friends of Insight, The Federal Reserve a few weeks ago affirmed their commitment to continue their restrictive policies aimed toward taming inflation, and Chairman Powell warned that the economy may suffer as a result. This alert, after they have...
by Insight Investment Counsel | Jul 8, 2022 | Client Letters
Dear Clients and Friends of Insight, The news turned continually more negative for the economy as the second quarter unfolded. Whether it was more persistent inflation, higher interest rates, rising inventories, or falling consumer and business confidence, market...
by Insight Investment Counsel | Apr 7, 2022 | Client Letters
Dear Clients and Friends of Insight,Considering the numerous challenges investors faced in the first quarter, we are pleased to report that Insight’s client portfolio values held up quite well, which we’ll share below. First, here is a quick recap of the key...
by Insight Investment Counsel | Jan 10, 2022 | Client Letters
Dear Clients and Friends of Insight, Welcome to the new year! Before we review 2021, I have a prediction for 2022 – it will be remembered as the year of moderation. In contrast, 2020 and 2021 will surely be remembered for their extremes. I hope I am correct. The...
