We believe commodity futures offer one of the most direct ways of gaining exposure to the expected demand increase for the materials essential for the energy transition.

Over 90% of global GDP is committed to an energy transition, which calls for a massive expansion in renewable energy sources in the coming decades.

An Opportune Time for Dividend Growers?

Social measures such as corporate culture tend to be under-represented in sustainable investing. While human capital is difficult to measure quantitatively, the Harbor Corporate Culture ETF (HAPI) and the Harbor Corporate Culture Leaders ETF (HAPY) are built around the “Human Capital Factor”, a distinctive investment factor developed by Irrational Capital.

After posting the strongest gain of all major asset class last year, we believe commodities are positioned for another year of impressive growth in 2023.

The regime change will mean that markets remain more complex and challenged than they have in the past decade, and security selection will continue to play a much bigger role in generating returns.

Portfolios that have a home country bias may be negatively impacted as markets are expected to be more challenged and complex.

The current market environment is complicated by various factors. We believe a key solution for outpacing inflation and navigating the current environment is dividend growth funds, such as GDIV.

From a total universe of over 500M+ pieces of “alternative data”, a subset of data from private and public sources is collected and analyzed in an aim to identify companies that are consistently doing right by their employees.

Once upon a time, investors might have only been interested in the answers to, “What is the logic of this business over the long term?” Today, they want to know much more nuanced information like, “What is the overall social impact of this business? Do I want to be part of funding that impact?”

With higher inflation likely remaining for some time, here are six things every investor should know.

Commodities have proven to be effective long-term portfolio diversifiers.

Access an Advanced Strategy for Hedging Inflation

Commodity Investing for a Brighter Tomorrow

Within the world of investing, it’s becoming increasingly evident that there is no single, monolithic meaning of innovation. Read what we believe at Harbor Capital Advisors.

Harbor Capital Energy Transition Strategy ETF (RENW)

Discover how a distinct, commodity-based ETF can play in an investment portfolio

See why Harbor believes Acadian’s ability to adapt to market conditions serves as an Alpha Edge and gives the Harbor Overseas Fund the potential to serve as an all-weather portfolio.

Take a look at why Harbor believes that Aristotle’s portfolio has the potential to generate an attractive return profile due to their focus on businesses with durable business models and strong fundamentals.

Explore some of the factors that we at Harbor believe drive Westfield’s alpha edge in the small cap growth space.

Spencer Logan, CFA, CAIA, FDP, Director, Investment Specialist at Harbor Capital Advisors, shares his opinion on why offsetting inflation with gains in your portfolio is far from the only reason to consider adding commodities to your financial strategy.

As inflation recently hit a 40-year high, fortunately, it is possible to broadly invest in commodities via exchange traded funds (ETFs). Harbor’s All-Weather Inflation Focus ETF (HGER) is a commodity ETF that addresses rising inflation, and it can serve as an effective hedging tool.

“Timely Insights” in response to how recent events have dramatically shifted the balance of supply and demand within the oil market, driving prices higher. Read why we expect this trend to continue.

Ross Frankenfield, Harbor Capital’s Managing Director of the Investment Specialist Team, speaks about the role of Treasuries within fixed income allocations as they pertain to near historically low yields, inflation, and the recent shift in Federal Reserve policy, while also touching on how the Harbor Core Bond Fund could be key.

Joe Duffy, Harbor Capital’s Investment Specialist Director of the Investment Specialist Team, outlines some of the multiple challenges that small cap growth funds face in the current environment and how investors may be better served by taking a differentiated and more disciplined active approach within the small cap growth space.

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares some thoughts on the February 2022 CPI print. Schurmeier notes the expectation of financial conditions continuing to tighten and shares his view on how late cycle or defensive positions in equities are compelling, while fixed income returns remain low.

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares some thoughts on the March Federal Open Market Committee (FOMC) meeting, while touching on interest rate hikes and how the committee intends to tighten financial conditions.

Lindsey Houghton, Harbor Capital’s Managing Director & Portfolio Manager of the Multi-Asset Solutions Team, touches on the stagflation scenario of the 1970s, disinflation experienced after the Global Financial Crisis, and much more while also providing his thoughts on the current rate of inflation.

Spenser Lerner, Harbor Capital’s Head of Multi-Asset Solutions, shares some of his initial thoughts on Russia’s invasion of Ukraine and the implications for the global economy markets.

Lindsey Houghton, Managing Director & Portfolio Manager, Multi Asset Solutions Team at Harbor, shares some thoughts on valuations for growth stocks and how they’ve recently become more compelling and appealing given the forward return prospects.

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the monthly market recap, we share our observations across asset classes and factors.

Let’s look at the edge active has in the capturing innovation.

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the monthly market recap, we share our observations across asset classes and factors.

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the latest monthly market recap, we share our observations across asset classes and factors.

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the monthly market recap, we share our observations across asset classes and factors.

If you’re ready to actively start prospecting, we’ve got a few ideas to help you get started.

Strategic allocation of high yield bonds have the potential to provide streams of income for investors.

Growth investing focuses on companies expected to grow earnings at an above average rate relative to the broader market.

Why we believe it's an underappreciated value driver.

Investing in high-quality companies that are expected to grow their dividends.

The global regime shift taking place today has structural implications for markets.

The era of free money, which lifted portfolios for much of the last decade, is over, and advisors will have to work harder to provide returns for clients.

As markets remain more challenged and complex than in the past decade, we believe advisors may need to rethink current allocations -- leaving behind the 60/40 portfolio -- to capture attractive returns going forward.

The global shift to renewable energy is undeniably in full swing. The only question is how to best make the transition.

We believe valuations of businesses are now skewed to an increasing extent toward intangible versus tangible assets.

Thematic investments are seeing a resurgence in investor interest after developing a – perhaps undeserved and unwarranted – negative reputation in recent years.

Most advisors are cognizant of the changing investment landscape, recognizing that the allocations that generated standout performance in the past decade will need to be adjusted to produce future returns for clients.

We believe that commodities offer meaningful benefits to investor portfolios, but it is a complex and heterogeneous asset class that requires a flexible and thoughtful approach.

Even as the broader market has demonstrated solid performance to start 2023, thematic and active ETFs are outperforming, as we believe security selection continues to play a more significant role in generating returns than it had in the decade following the global financial crisis.

For investors and advisors looking for signals in the noise to better understand the situation, there are a few key banking indicators to understand the current crisis.

Ready to dip your toe into marketing or evolve what you’re doing? We’ve got a few simple dos and don’ts to help.

Why a company’s greatest asset can often times be its people.

Harbor Completes Industry's First Mutual Fund-ETF Merger