Asset Allocation
Highland’s perspective on the market along with our house views on asset allocation.
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Asset Allocation | May 2025
History rarely remembers those who finish third. Yet if April finishes as it began, it will have the distinction of being the third most volatile month for the S&P 500 in as many decades
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Asset Allocation | April 2025
History rarely remembers those who finish third. Yet if April finishes as it began, it will have the distinction of being the third most volatile month for the S&P 500 in as many decades
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Asset Allocation | March 2025
Uncertainty around policy and continued volatility. Over the past few months, we’ve cautioned that an uncertain and rapidly changing policy environment could weigh on economic activity and lead to heightened volatility in the financial markets.
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Asset Allocation | February 2025
With Trump’s first and most recent bids for the White House, a vocal minority has stood in fierce opposition. Some individuals vowed to move abroad, perhaps to Canada, should Trump win.
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Asset Allocation | January 2025
The tradition of celebrating the New Year is older than Western civilization. Nearly 4,000 years ago, the Babylonians celebrated the end of one year and the birth of the next.