| Commentaries and Whitepapers |
HighMark Funds offers timely and insightful commentaries on the economic environment
and trends in the mutual fund industry. Our fund managers and sub-advisors provide
resourceful fund strategy updates on a monthly and quarterly basis. The drop down
menu below lists all the funds with current commentaries.
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| Market Commentaries | | | | | Topical Investment Insights | | > January 2013 - Fiscal Cliff Averted. Fight to Raise the U.S. Debt Ceiling and Implement Budget Cuts Comes Next | | > August 2011 - Standard & Poor's Downgrades U.S. Government: So What Now? |
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| Portfolio Manager Commentaries | | > April 2012 - The European Sovereign Debt Crisis:
The Beginning of the End, or the End of the Beginning? | | > August 2011 - Thoughts from the Portfolio Manager: Beware of Europeans Bearing Debts: Revisited | | > November 2011 - A Closer Look at the Market: Beware of Europeans Bearing Debts | | > August 2011 - Thoughts from the Portfolio Manager: The S&P Downgrade: HighMarks Taxable Fixed Income Teams Comments on the Downgrade and Portfolio Positioning |
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| Whitepapers | | > June 2012 - Opportunities in Small Cap Investing | | > January 2012 - The Secular Case for Mid Cap Investing | | > September 2011 - The Bond Bubble: An Alternative Perspective | | > August 2011 - Dividend Investing for Total Return | | > January 2011 - Investing in the Technology Sector | | > November 2010 - Quantitative Methods: A brief review of the use of quantitative tools in finance and a successful model applied to international equities | | > August 2010 - The Fed, Quantitative Easing, and What it Means for the Fixed Income Markets |  |
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