Economic and Market Commentary
Q1 Economic and Market Commentary
The first quarter proved to be one of the most turbulent in recent memory, shaped by a convergence of geopolitical shock, energy disruption, and persistent macroeconomic uncertainty. While we have used the adage previously “when decades happen in weeks”, the recent events involving the Iran war have caused us to resurrect the phrase again.
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Q4 Economic and Market Commentary
We will remember 2025 as a year in which the market added another nearly 20% return, making it three consecutive years of outsized returns for investors, and the 7th best...
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Q3 Economic and Market Commentary
Highland Capital’s Economic and Market Commentary provide timely insights into market and economic trends with an overview of recent performance across asset classes and key macroeconomic developments, as well as...
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Q2 Economic and Market Commentary
In the second quarter of 2025 the S&P posted a return of 10.9%, bringing the full year return to 6.2%. Someone who had been on a desert island and recently...
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Q1 Economic and Market Commentary
In the first quarter of 2025 uncertainty reigned supreme. The market experienced a correction as the confluence of worries over an impending trade war, a slowing economy, the Deep Seek...
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Q4 Economic and Market Commentary
In the fourth quarter of 2024 the market posted a solid gain of 2.39%, bringing the full year return to +25% for 2024, the first time for consecutive 20%+ years...
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