Asset Allocation
Highland’s perspective on the market along with our house views on asset allocation.
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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.
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Asset Allocation | December 2024
The very mention of December evokes imagery in the minds of many. Some envision family gatherings, blankets of snow, gifts wrapped under a tree, and, for the investors among us, the cheeriest of all seasonality phenomenon – the Santa Claus rally.
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Asset Allocation | November 2024
One of the hard lessons we’ve learned from a lifetime of being somewhat, let’s say, navigationally challenged is that it’s hard to know where you’re going when you’re not sure where you are.
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Asset Allocation | October 2024
In last month’s edition, we noted that it would take some time to know whether the pace of economic activity is finally normalizing after the significant disruptions/distortions brought about by the pandemic and the policy response to it…