Inflation is currently the topic de jour for investors. The easing of
COVID-19 lockdowns has pushed inflation (as measured by CPI) to
levels not seen since 2008.
Research
June 2021 Insight – U.S. Legislative Agenda
Since the beginning of the COVID-19 crisis, Congress has provided for more
than $5 trillion in incremental spending and tax relief. That represents more
aid than we saw over the last five U.S. recessions combined. Moreover, recent
Biden administration proposals suggest we could see additional stimulus later
this year.
Healthcare Update | December 2020
The COVID-19 crisis was a one-two punch for the notfor-profit healthcare sector. Instability in capital
markets wreaked havoc on healthcare balance sheets,
particularly investment portfolios and overall liquidity.
SPOTLIGHT: SECURING A STRONG RETIREMENT ACT
A bipartisan bill, Securing a Strong Retirement Act of
2020 (SECURE 2.0), was recently introduced to the
House by the Ways and Means Committee Chairman
Richard Neal (D-MA) and Ranking Member Kevin
Brady (R-TX).
Highland Associates – PRIVATE REAL ESTATE STRATEGY UPDATE OCTOBER 2020
Seven months into this COVID-19 crisis, we have a good sense
of how real estate is weathering this storm, and how it will
perform over the next cycle.
Highland Associates – MOODY’S COVID-19 WEBINAR NOTES
On April 30, 2020, Moody’s hosted a webinar titled
“COVID-19 and Not-for-Profit Healthcare Ratings.” The
webinar was hosted as an opportunity for participants
to gain a better understanding of how Moody’s is
managing ratings during the COVID-19 crisis.
Highland Associates – OPPORTUNITIES IN NON-CORE FIXED INCOME
Download Insight: Highland Associates – OPPORTUNITIES IN NON-CORE FIXED INCOME
Healthcare in Crisis | April 2020
Download Healthcare in Crisis | April 2020
2020 Insight – Emerging Markets: Opportunities in Asia
Download Insight: – OPPORTUNITIES IN ASIA
January 2020 Healthcare Insight – Academic Medical Centers
Download January 2020 Healthcare Insight