The High Group
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.
Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.
Trade and internal tensions are likely to play key roles in 2025, as potential tariffs and political disruptions cloud the picture.
Asia’s equity outlook will likely depend on U.S. tariffs, China’s stimulus and Japan’s structural changes. Stable fundamentals support cautious optimism for investment-grade bonds.
