by Insight Investment Counsel | Apr 1, 2020 | Client Letters
Dear Clients and Friends of Insight, All of us, now, have been meaningfully impacted by the novel coronavirus and the world’s abrupt response to this pandemic. We hope you are all healthy and staying well. Our team is healthy and well, and we are staying sane. Our...
by Insight Investment Counsel | Jan 1, 2020 | Client Letters
Dear Clients and Friends of Insight, What a fantastic year it was for stock investors! Globally, nearly all stock markets rose 20% or more. In the U.S., the major market indices advanced some 30%, setting records throughout the year. Plus, our market seems poised to...
by Insight Investment Counsel | Oct 1, 2019 | Client Letters
Dear Clients and Friends of Insight, The goal with our letters is to provide concise commentary on current events, how they may be affecting portfolio returns, and what investment implications there are for both the shorter- and longer-term horizon. We regularly...
by Insight Investment Counsel | Jul 1, 2019 | Client Letters
Dear Clients and Friends of Insight, The investment era following the financial crisis has been overwhelmingly driven by the pronouncements and policies of the Federal Reserve Board and other central banks around the globe. “Don’t fight the Fed” is a bell-weather...
by Insight Investment Counsel | Apr 1, 2019 | Client Letters
Dear Clients and Friends of Insight, The U.S. economy continues to grow and the current bull market, having just celebrated its 10th anniversary, remains intact. This is a bold statement, but one which we believe will prove out. Many market participants do not agree....
by Insight Investment Counsel | Jan 1, 2019 | Client Letters
Dear Clients and Friends of Insight, That was quite a good year… for our economy. Economic growth easily and consistently exceeded 3%, after trending nearer to 2% for most of this long expansion. Corporations were extremely profitable and delivered on robust...
