by Insight Investment Counsel | Jan 1, 2018 | Client Letters
Dear Clients and Friends of Insight, We began 2017 with our positive outlook for the performance of client portfolios. We felt that stock prices would continue advancing, despite their high valuations at the start of the year, due to the improving global economy and...
by Insight Investment Counsel | Oct 1, 2017 | Client Letters
Dear Clients and Friends of Insight, October 2017 marks the ten-year anniversary of the end of the prior bull market, which foreshadowed numerous company failures, the Great Recession, and the pricing collapse of nearly every asset around the world. Major stock...
by Insight Investment Counsel | Jul 1, 2017 | Client Letters
Dear Clients and Friends of Insight, In our April letter, we discussed implications of the Federal Reserve’s appetite to continue raising the Federal Funds rate throughout the year, which they increased again a few weeks ago. There have now been four rate increases...
by Insight Investment Counsel | Apr 1, 2017 | Client Letters
Dear Clients and Friends of Insight, The Federal Reserve recently raised the Federal Funds rate, and indicated they will raise it several more times this year, potentially setting the stage for rising interest rates for many years to come. Perhaps this widely...
by Insight Investment Counsel | Jan 1, 2017 | Client Letters
Dear Clients and Friends of Insight, This time of year leads most of us to reflect on the accomplishments from the year we are leaving behind and to establish expectations for the year ahead. With this letter, I would like to share my thoughts on Insight’s 2016...
