How We Think

Thought leadership from HighMark’s experts

HighMark's Views and Publications

HighMark is deeply committed to providing relevant content and timely information to all of our clients. Our team meets regularly to monitor market and economic events and evaluate their impact not only on our clients, but also on our investment policy and asset allocation. Our views on investing and global markets can be found in our research papers and quarterly publications.

The most recent edition of our quarterly Economic and Market Perspectives explores the current political landscape and other factors impacting economic trends and market conditions. To learn more, download the full report below. In addition to our research papers and publications, the following videos provide further insights:

HighMark Research Capabilities

Knowledge-Based Investing


  • Q4 2016 Economic and Market Perspectives

    Equity investors retained a risk-on stance despite a mixture of good and bad news during the third quarter, while fixed income markets were somewhat more subdued. In this issue of Economic and Market Perspectives, our fourth quarter outlook for equity and fixed income markets considers a number of potential market-moving events waiting in the wings: the upcoming presidential election; the gap between income and economic productivity; and global developments that may impact the bond market. The question that remains is: how will equity and fixed income markets react? READ MORE


  • Q3 2016 Economic and Market Perspectives

    The relative calm of second quarter markets was shattered in late June when British voters elected to secede from the European Union (EU). The wave of uncertainty about the implications sent investors to safe haven assets like U.S. Treasuries and gold. Although shaken, global equity markets began to recover quickly after an initial sell-off, a complete assessment of the impact could take years. In this issue of Economic and Market Perspectives, we take a closer look at the potential impact of the Brexit vote, share our views on current economic trends, and provide our outlook for the equity and fixed income markets. READ MORE