Thought leadership publications from HighMark
HighMark's Views and Publications
HighMark's views on investing and global markets are summarized in our research papers and quarterly Economic and Market Perspectives reports, which also include the portfolio recommendations of our Asset Allocation Committee.
ECONOMIC AND MARKET PERSPECTIVES
Q2 2015 Economic and Market Perspectives
Investors in the U.S. digested a variety of economic indicators over first quarter 2015: some good and some disappointing. While U.S. economic growth moderated somewhat from previous levels, domestic equity and fixed income markets continued to build on 2014’s strong performance as the U.S. economy remains robust in comparison with the rest of the world. The U.S. dollar continued to strengthen versus foreign currencies to the disappointment of domestic multi-national firms reliant on foreign earnings and oil prices fell a further 13% during the quarter to $47.60, its lowest level in six years and down more than 50% since June of 2014. READ MORE
Q1 2015 Economic and Market Perspectives
The continuing strength of the U.S. economy, as represented by two quarters of 4% or higher annualized GDP growth, provided investors around the world with sufficient reasons to add to their holdings of U.S. stocks, bonds, and dollars. As 2014 came to a close, a series of positive economic indicators—some at their highest levels in a decade— highlighted the domestic economy’s slow but steady recovery from the Great Recession. READ MORE