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.

Spenser Lerner, Head of Multi Asset Solutions at Harbor Capital Advisors, provides his takeaways from the January CPI update and how it could potentially point toward the risk of a higher terminal rate and tighter financial conditions.

Spenser Lerner, Harbor Capital's Head of Multi-Asset Solutions, speaks about how valuations for high growth stocks have become much more appealing as the pandemic caused demand to be pulled forward.

Spenser Lerner, Harbor Capital's Head of Multi-Asset Solutions, shares 3 reasons why inflation could fall down from the current levels, but will continue to remain high and persist above the Fed's desired growth rate.

Spenser Lerner, Managing Director & Head of the Multi Asset Solutions Team at Harbor, provides insights regarding the November FOMC meeting and provides possible scenarios for the trajectory of the economy over the next 12 months.

More “Timely Insights” from the Multi Asset Solutions Team at Harbor, sharing their thoughts on Q2 2022 earnings as of July 29, 2022.

“Timely Insights” from the Multi Asset Solutions Team at Harbor, sharing their thoughts on Q2 2022 earnings as of July 22, 2022.