In this episode of Views from the Harbor, host Kristof Gleich, President and CIO at Harbor Capital Advisors Inc, is once again joined by Spenser Lerner, CFA and Head of Multi-Asset Solutions at Harbor Capital Advisors Inc. to break down some complex global events and market trends, while providing actionable information to help with positioning client portfolios.

Our focus this week is growth, and more specifically the recent technology sell-off and volatility we just witnessed.

Read more from Kristof Gleich, Harbor’s President and CIO, about the two things to consider when evaluating active management in this challenging market.

In an unprecedented year, the door may have re-opened for talented active managers to differentiate themselves as concentration risks in passive index investments grow. Learn more about what heightened dispersion may mean for active investors, and what underlying risks of passive investing may be going unnoticed.

In 2020, active management once again, took center stage. The dispersion between winning and losing managers was, in many cases, as wide as it’s been since the dotcom bubble burst. Before tackling 2021, Kristof Gleich, President & CIO, dives into the data behind a historic year for active management.

In his latest insight, Kristof Gleich, Harbor’s President and CIO, looks at what impact the short squeeze in GameStop (and other companies) had on active managers, and what an event like this may mean for markets in the future.

November marked one of the strongest months for risk assets in history. In the latest monthly insight from Kristof Gleich, President & CIO, read about the impact of election results and recent cabinet appointments, positive results from COVID-19 vaccine trials, broadening of markets beyond large cap growth, heightened dispersion and more.