HIGHLAND ASSOCIATES

Research & publications

Every week, our leadership group provides their latest market insights to help our clients make informed decisions with their assets.

Amid international and domestic volatility, the economy continues to grow at a sturdy pace.

For equity markets, the story of the Magnificent Seven has dominated not just the past year, but the last seven. Will we see the reign of the Seven come to an end in 2026? Or does this bull market have room to run?

After the excitement and confusion of the 2025 fourth quarter U.S. government shutdown, the longest U.S. government shutdown in history, we reviewed where the markets stood at the end of the year.

Healthcare innovation investing can potentially lead to efficiencies and new revenue streams. The challenge lies in building governance structures that endure through leadership changes and market cycles.

Artificial intelligence (AI) continues to revolutionize industries and redefine the boundaries of digital innovation. It has become a widely adopted tool across multiple industries that has helped companies and employees operate more efficiently.

The third quarter of 2025 marked a pivotal point for U.S. hospitals and health systems. While Moody’s 2024 medians confirmed steady improvement in operating performance, the broader environment grew more complex.

Healthcare organizations are facing challenging questions about not only the market but also about their own risk tolerance and strategic footing. In this whitepaper, we distill recent insights from publications and conferences.

U.S. health policy should not have to fight for airtime, but with everyone’s attention focused on federal layoffs, trade policy, and immigration (the list goes on), probable deep cuts to Medicaid seem to have fallen below the fold.

Just a few short years ago, hospitals and health systems weathered what many have called one of the worst years ever in healthcare - 2022. While providers have seen improvement, the turnaround effort remains incomplete.