Asset Allocation

Asset Allocation icon

Highland’s perspective on the market along with our house views on asset allocation.

  • Asset Allocation | February 2023

    It’s hard to know where you’re going if you’re not sure where you are. That is something we learned from experience in the dark days before the advent of GPS technology.

  • Asset Allocation | January 2023

    As far as 2023 outlooks go, that’s about as clear and concise, not to mention precise, as we can be. Consider it the triumph of experience over hope.

  • Asset Allocation | December 2022

    If we had to pick one dominant theme in discussions of the U.S. economy in 2022, that theme would be recession. Contractions in real GDP in each of the first two quarters of 2022 triggered intense debate as to whether or not the U.S. economy was already in recession.

  • Asset Allocation | November 2022

    Recall that when the BEA reported that real GDP had contracted in each of the first two quarters of 2022, our reaction was that underlying economic conditions were better than implied by the headline GDP numbers.

  • Asset Allocation | October 2022

    As we noted last month, even in the most normal of times, the economic data can send often conflicting and confusing signals on the state of the economy.