News and Commentary

    Insightful information about the economy, investment and industry trends from our thought leaders.

    Commentary

    Economic and Investment Outlook 
    Second Quarter, 2012 - Little Things Add UpRead More
    First Quarter, 2012 - Are the Nightmares Behind Us?Read More
    Fourth Quarter, 2011 - Shaken, but Still StandingRead More
    Third Quarter, 2011 - Our Demise is Greatly ExaggeratedRead More
    Second Quarter, 2011 - Getting Back to EvenRead More
     
    Also visit our Economic and Investment Outlook Archive 
     
    Investment Highlights 
    January 2011 - Hidden Value in Plain SightRead More
    October 2010 - Prescription for ProsperityRead More
     
    Also visit our Investment Highlights Archive 
     
    Thought Papers 
    The S&P Downgrade - HighMark’s Taxable Fixed Income Team’s Comments on the Downgrade and Portfolio PositioningRead More
    Money Market Funds - Hillary Elder on Performance in a Rising Rate EnvironmentRead More
    U.S. Debt - S&P's Warning ShotRead More
    Small Cap Core - Derek Izuel on Recent PerformanceRead More
    The Financial Crisis' Impact on the Barclays U.S. Aggregate Bond IndexRead More
     
    White Papers 
    Dividend Investing for Total ReturnRead More
    The Secular Case for Mid-Cap InvestingRead More
    The Bond Bubble: An Alternative PerspectiveRead More
    Basel III - A Summary of Rules and Implications for Financial Services CompaniesRead More
    The Fed, Quantitative Easing, and What it Means for the Fixed Income MarketsRead More
    California: The State of ConfusionRead More
     

    Also Visit our White Papers Archive

     

    Media Appearances

    May 4, 2011 - MarketWatch

    As gold and silver tank, assets besides commodities can hedge against inflation, according to David Goerz of HighMark Capital Management, who recommends high-quality stocks with a dividend yield, as well as small caps. Laura Mandaro reports.


    Portfolio managers’ media interviews represent the manager’s opinion of the market environment at a specific point in time and should not be relied upon by the listener as research or investment advice.

    Investing involves risk, including the loss of principal. Please consult with an investment professional for advice concerning your particular circumstances.