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 | Apr 1, 2021 | Client Letters
Dear Clients and Friends of Insight, Our letters usually address what is most important within the macro environment – how it will likely impact investors generally, what our overall investment strategy is in response, and how client portfolios will likely perform. We...
