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Harbor Consensus Highlights – Q3 2024
Harbor Investment Partners Operating in a Low-Conviction Macro Environment, Highlighting the Increasing Importance of Prudent Stock Selection for Alpha Generation
October 16, 2024Each quarter, we conduct the Harbor Consensus, a survey of our investment partners, which most recently highlighted the increasing importance of prudent stock selection for alpha generation.
CWorldWide Global Equity Outlook
Politics Matters in the 2020s
August 08, 2024According to Harbor’s subadvisor C WorldWide, in 2024, the world will witness the largest election year in history, with nearly half of the global population casting their votes. They discuss the global outlook for long-term investors in the 2020s, considering the impact of politics, elections, geopolitics, interest rates, and Artificial Intelligence (AI) on the stock market. C WorldWide’s Investment Report for the second quarter of 2024 included the following outlook that touched on these themes and more.
Harbor Consensus Highlights – Q2 2024
Harbor Investment Partners Narrow Expectations for Rate Cuts, Equity Performance in 2024
July 08, 2024Each quarter, Harbor conducts the Harbor Consensus, a survey of our investment partners, which most recently showed narrowed expectations for rate cuts and equity performance in 2024.