Harbor Capital Advisors
Harbor Lens: What's New
Harbor Lens serves to provide perspective and guidance for our clients. This dynamic term for Harbor's client-driven, integrated solutions spotlights Harbor's thinking and viewpoints which take on many different forms, such as insights, commentaries and thought leadership.
May 23, 2023
Why Current Yields are Pointing to Potentially Attractive Returns in High Yield
Why current yields may signal a brighter outlook for high yield investments.
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May 22, 2023
The Case for Dividend Growth: Harbor Dividend Growth Leaders ETF (GDIV)
Investing in high-quality companies that are expected to grow their dividends.
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Views from the Harbor Current Episode
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The Active Advisor Podcast Current Episode
May 22, 2023
2 Harbor ETFs to Consider for Commodities Exposure
Investors can look to two Harbor ETFs for distinct commodities exposure as the asset class works to play an increasingly important role in portfolios.
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May 19, 2023
Harbor’s New Corporate Culture ETF Crosses $100 Million in AUM
The Harbor Corporate Culture Small Cap ETF (HAPS) has garnered investor attention following its recent launch.
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6 Key Insights from Advisors: Survey results for a pulse on the industry
Ready for a glimpse into what your industry peers are currently thinking when it comes to building portfolios, staying on top of industry trends, and working with asset managers? We’ve got some answers – how does your practice line up?
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How to Position Portfolios if the Treasury Runs Out of Cash
News that the federal government could run out of money soon is dominating headlines, leaving advisors concerned about what this means for their investments.
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Harbor Provides Insight on Unfolding Banking Crisis
What originally started as a run on regional banks in the U.S. has continued to escalate, with a banking crisis unfolding across the world.
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OSEA Highlights that Active Management Adds Value and Outperforms
OSEA works to remove home country bias and, according to our research, is outpacing markets in the current environment.
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Harbor Long-Term Growers ETF (WINN)
Jeff Markarian, Managing Director of the Investment Research Team at Harbor Capital Advisors, shares some insight on why now could potentially be a good time for the Harbor Long-Term Growers ETF (WINN).
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April CPI: Waiting On The Outlook To Change
Jake Schurmeier, Multi-Asset Solutions Portfolio Manager at Harbor Capital Advisors, discusses the April Consumer Price Index (CPI) increase while expressing concern about the potential effects of Federal Reserve tightening on the labor market and risk of recession.
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Why Harbor Scientific Alpha High-Yield ETF?
Although rising interest rates have recently posed challenges for fixed income investors, it also presents opportunities for skilled active managers.
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Current Asset Allocation Viewpoints & Positioning
Q1 2023 Asset Allocation Viewpoints & Positioning: The economy may experience a more severe downturn than expected; reducing risk exposure in portfolios may prove key.
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ETFs Disrupting The Funds Industry: Stocks For Beginners Podcast
Here are some key points and takeaways from a conversation with Charles McCain, CEO of Harbor Capital Advisors, on a recent episode of Stocks for Beginners hosted by Philip Muscatello.
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May FOMC: Positioning For a Pause
Jake Schurmeier, Multi-Asset Solutions Team Portfolio Manager at Harbor Capital Advisors, discusses the May FOMC meeting and how it may mark the end of the Fed's hiking cycle, but the probability of a recession is still a coin flip.
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Quantix Q1 2023 Newsletter – After the Landing
Read why Don Casturo, Founding Partner & Chief Investment Officer of Quantix Commodities, believes investors should focus on the longer-term perspective of Deglobalization and Decarbonization for commodity markets, despite short-term challenges.
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HGER as a Strategic Allocation
HGER may offer compelling long-term diversification benefits and potential returns.
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The Human Capital Factor: Employee Motivation and Its Implications for Investing
The majority of corporate value increasingly resides in intangible assets. In our view, human capital is without doubt one of the most critical of these assets, encompassing the habits, knowledge, talent, motivation, and experiences of an organization.
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3 Reasons to Consider Dividend Growth Today
Since 1930 dividends on average have accounted for 59% of the total return of equities.
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March CPI: Shelter Begins Its Descent
Jake Schurmeier, Multi-Asset Solutions Team Portfolio Manager at Harbor Capital Advisors, shares his thoughts on the most recent CPI update and why high quality companies offering lower volatility and higher yields remain the preference.
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Harbor Capital: When Investing = Active Management
Why we believe that all investing is essentially active.
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Commodities as a Diversifier and Inflation Hedge
Commodities may provide diversification benefits to the traditional 60/40 portfolio in the current market environment.
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The Case for Growth Equities: Harbor Long-Term Growers ETF (WINN)
Growth investing focuses on companies expected to grow earnings at an above average rate relative to the broader market.
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The Case for Dividend Growth: Harbor Dividend Growth Leaders ETF (GDIV)
Investing in high-quality companies that are expected to grow their dividends.
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4 ETFs for Today's Environment
4 key themes impacting today’s markets and 4 ETFs to potentially address them.
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Inflation Hasn’t Cooled Yet – Client Portfolios May Need an Inflation Hedge
Inflation Hasn’t Cooled Yet.
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The Future of Fixed Income: Quantitative Disruption
Quantitative strategies have been few and far between in fixed income—that’s begun to change.
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U.S. Growth Equities: 2023’s Must Take or Head Fake?
Joe Duffy, Managing Director of Harbor’s Investment Specialist Team, shares his feelings on why investors may want to consider U.S. growth equities as both a timely opportunity, and long-term anchor position within diversified portfolios for 2023 and beyond.
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Diversify Client Portfolios With Active International ETF: OSEA
Diversify Portfolios With Active International ETF
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Harbor Completes Industry's First Mutual Fund Into an Existing ETF Merger
Harbor Completes Industry's First Mutual Fund-ETF Merger
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Harbor Renames Commodity All-Weather ETF 'HGER'
Harbor Renames Commodity All-Weather ETF 'HGER'.
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Counter Sticky Inflation with a Dividend Growth ETF
Combatting inflation may not be an easy nor quick feat.
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20 Marketing Dos and Don'ts for Advisors
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.
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March FOMC: The Things Unsaid
Jake Schurmeier, Portfolio Manager of Harbor’s Multi Asset Solutions Team, provides his take on the March FOMC meeting and the lack of clarity around the banking system.
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Watch These Key Banking Indicators to Understand the 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.
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February CPI: CPI Strength Not Enough to Distract from Bank Failures
Jake Schurmeier, Multi Asset Solutions Team Portfolio Manager at Harbor Capital Advisors, shares his takeaways from the most recent CPI update and the impact of recent bank failures.
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The Case for the Harbor Corporate Culture ETF (HAPI)
Why a company’s greatest asset can often times be its people.
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HGER Aims to Navigate Sticky Inflation
Economic data are showing signs of sticky inflation.
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The Case for the Harbor Commodity All-Weather Strategy ETF
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.
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Energy Transition’s Foundation is Made of Minerals and Metals: Growth in the Golden Age of Net Zero¹ Infrastructure
The global shift to renewable energy is undeniably in full swing. The only question is how to best make the transition.
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The 60/40 Portfolio May Not Fit the Current Environment
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.
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Harbor's CIO on Navigating the Changing Investment Landscape
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.
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Harbor CIO Kristof Gleich: Thematics Help Advisors Connect With Clients
Thematic investments are seeing a resurgence in investor interest after developing a – perhaps undeserved and unwarranted – negative reputation in recent years.
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Corporate Culture & The Human Capital Factor
Why we believe it's an underappreciated value driver.
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8 Ideas to Help You Grow Your Business in 2023
If you’re ready to actively start prospecting, we’ve got a few ideas to help you get started.
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Regime Shift Underscores Role of Active and Thematic Investing
The global regime shift taking place today has structural implications for markets.
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Access the Human Capital Factor with HAPY and HAPI
We believe valuations of businesses are now skewed to an increasing extent toward intangible versus tangible assets.
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The Case for The Harbor Scientific Alpha High-Yield ETF (Ticker: SIHY)
Strategic allocation of high yield bonds have the potential to provide streams of income for investors.
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RENW Fits as Core Component in Energy Transition Portfolios
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.
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3 Harbor ETFs: Returns We Believe Worth Noting in January 2023
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.
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Misconceptions in Investing in a Commodity Futures ETF
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.
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January CPI: Inflationary Pressures Slow to Come Off The Boil
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.
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Dividend + Durable Growth Equities: A Recipe for Success
Dividend & durable growth equities can provide diversification benefits against the broad market
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Look to HAPI and HAPY for Human Capital Lens of Sustainable Investing
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.
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Check Out RENW as Commodities May be Poised for 3rd Year of Strong Performance
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.
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Quantix Newsletter Summary – January 2023
Commodities can potentially play a vital role in helping generate beneficial & diversifying returns.
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OSEA Outpaces Benchmark by 377 Basis Points in November
For the Fund’s most current standardized performance, please click OSEA.
International equities surged in November, propelled by the prospect of a slowing pace of U.S. interest-rate hikes and the weakening of the U.S. dollar.
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HGER Acts as Diversifier and Compelling Solution for Stubborn Inflation
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.
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4 Harbor ETFs to Invest in Through This Regime Change
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.
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It’s Time to Diversify Client Portfolios by Challenging Home Country Bias
Portfolios that have a home country bias may be negatively impacted as markets are expected to be more challenged and complex.
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GDIV Can be a Key Solution for Navigating Inflation and Volatility Through 2020s
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.
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February FOMC: Letting Optimism In
Jake Schurmeier, Portfolio Manager of Harbor’s Multi Asset Solutions Team, provides takeaways from the February FOMC meeting and the Committee’s decision to slow the pace of hikes to 25 basis points.
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A Time for Dividend Growers
An Opportune Time for Dividend Growers?
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Q4 2022 Asset Allocation Viewpoints & Positioning
Q4 2022 Asset Allocation Viewpoints & Positioning: “The Last Dominoes to Fall”
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December CPI: No Big Surprises
We remain cautious on risk despite the downshift in inflation, as it will likely prove to be a pyrrhic victory for the U.S. economy. Read more as Jake Schurmeier, Portfolio Manager of the Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for December 2022.
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December FOMC: Dealing With The Unknowable
Jake Schurmeier, Portfolio Manager of Harbor’s Multi Asset Solutions Team, provides his takeaways from the December FOMC meeting which resulted in another hike of 50 basis points.
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Energy Transition Q&A
Spencer Logan, CFA, CAIA, FDP & Director, Investment Specialist, and Morten Springborg, Global Thematic Specialist of
C WorldWide Asset Management, talk through some of the questions regarding the world’s recent energy transition and the broader implications for investment portfolios.
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October CPI: Heading in the Right Direction
While lower inflation is undoubtedly a short-term positive, growth is slowing and the impact of much of the Fed’s tightening cycle is still to come. Read more as Jake Schurmeier, Portfolio Manager within the Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for October 2022.
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Beyond Inflation, The Tailwinds for Commodities May Persist for Years
Spencer Logan, CFA, CAIA, FDP & Director, Investment Specialist, provides insights regarding the time for allocation to real assets in response to inflation.
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November FOMC: Slower Not Lower
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.
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Here’s To Your Health Q&A
Joe Duffy, Director, Investment Specialist of Harbor Capital Advisors, and Matthew Renna, Partner and Portfolio Manager of Westfield Capital Management Company, talk through some of the questions facing health care equity investors in today’s environment.
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International Investing Q&A
Take a deep dive into segments of the international equity markets that may be top-of-mind for investors with Jonathan Brodsky, Founder and Principal at Cedar Street Asset Management, LLC, and Waldemar Mozes, Director of Investments And Portfolio Manager at Cedar Street Asset Management, LLC.
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Asset Allocation Viewpoints & Positioning Q3 2022
Q3 2022 Asset Allocation Viewpoints & Positioning: “The likelihood of recession is high…”
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September CPI: Home Is Where the Inflation Is
Once again, U.S. Consumer Price Index (CPI) data surprised to the upside, as inflation in the services sector made new cyclical highs. Read more as Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for September 2022.
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Winter Is Coming… Right?
Read how Joe Duffy, Director, Investment Specialist of Harbor’s Investment Specialist Team, believes investors should be questioning what seems to be a sea of bearish sentiment, as opposed to just accepting the implications from an investment perspective.
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The Fed Means Business: Time For Dividend Growers, Not High Dividend Yielders
Read why Ross Frankenfield, Managing Director of Harbor’s Investment Specialist Team, believes that dividend growers are poised to outperform high dividend yielders going forward.
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U.K. Fiscal Crisis: A Prelude or a Warning?
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides his initial thoughts regarding the U.K. government’s recent decision to cut corporate, income, and real estate taxes to boost growth, and what that means for the market.
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September FOMC: Playing the Same Tune
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides more insights regarding the takeaways from the September FOMC 75 basis points hike and forecast for a more aggressive path through 2023.
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Asset Allocation Viewpoints & Positioning - August 2022
August 2022 Intra-Quarter Asset Allocation Viewpoints & Positioning: “Houston, We Have a Problem…”
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Like Happiness, Commodities Diversification Comes From Within
Read what Ross Frankenfield, Managing Director of Harbor’s Investment Specialist Team, feels investors could be doing in order to take advantage of sector dispersion within the commodities asset class.
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Harbor All-Weather Inflation Focus ETF (HGER) Quick Hits
Access an Advanced Strategy for Hedging Inflation
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The Anatomy of a Compounder
Compounders are companies, that have the potential to deliver sustainable and long-term growth. Read about how C WorldWide believes this should be measured.
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High August Inflation Resets The Fed Clock
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for August 2022, elaborating on how it cements a large interest rate hike and further reduces the odds of a soft landing.
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Harbor Energy Transition Strategy ETF (RENW) Quick Hits
Commodity Investing for a Brighter Tomorrow
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Why Thirty?
Read why the fundamental idea behind C WorldWide Asset Management’s global strategy is to hold the best 30 stocks worldwide.
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Short-Term Pains + Potential Long-Term Gains = Harbor ETF Opportunity
Joe Duffy, Director and Investment Specialist at Harbor, shares his thoughts on the potential investment opportunity within the Harbor Long-Term Growers ETF as investors weigh certain tax implications within the current market.
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The Expanding Meaning of Innovation
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.
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Renewables as Hope: Creating the Road Ahead in the Great Energy Transition
Harbor Capital Energy Transition Strategy ETF (RENW)
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July CPI Brings Temporary Relief
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for July 2022 and how it increases the probability of a soft landing.
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Q&A: Investing in the Renewable Energy Transition
Discover how a distinct, commodity-based ETF can play in an investment portfolio
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July FOMC: First Impressions of a Slowdown
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides more insights regarding the biggest takeaways from the July FOMC events and how little the FOMC’s thinking has evolved since the June meeting.
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Hedge Inflation and Diversify with Commodities
Commodities have proven to be effective long-term portfolio diversifiers.
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June CPI: Chasing The Elusive Peak
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for June 2022 and why to remain focused on high quality, defensive positioning.
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Asset Allocation Viewpoints & Positioning Q2 2022
Q2 Asset Allocation Viewpoints & Positioning: What will it take to tame inflation?
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Harbor Large Cap Value Fund’s Alpha Edge
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.
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June FOMC: How Much Is Going To Be Enough?
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides insights regarding the Federal Reserve’s recent 75 basis point rate hike, which is the largest increase since 1994.
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Harbor Overseas Fund’s Alpha Edge
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.
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Finding Light in the Dark: Two Harbor ETFs To Consider
As investors grapple with investment challenges brought forth by prevailing conditions, here are some insights from Joe Duffy regarding potential opportunities within Harbor’s growing ETF suite.
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Commodities: More Than an Inflation Hedge
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.
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Growth: Back to Basics & Patience
Joe Duffy, Investment Specialist Director at Harbor Capital Advisors, shares his opinion on why to stick to the longer-term basics when short-term market dynamics appear more complex.
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April CPI: Past Peak Inflation Offers Little Relief
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for April 2022 and what can be expected from the continued incremental tightening of financial conditions.
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Harbor Long-Term Growers ETF (WINN): Current Volatility Creates Future Opportunity
In the face of elevated volatility, it is often important to look through the uncertainty of shorter-term periods to potentially realize longer-term investment objectives.
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FOMC Makes 50 Basis Points Look Easy
Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides insights regarding the Federal Reserve’s recent 50 basis point rate hike and what may come with the expectation of more on the horizon.
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Facing the Inevitable? A Commodity Squeeze in Oil
“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.
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Duration Neutral Doesn’t Necessarily Mean Sector Neutral for Core Fixed Income Strategies
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.
Harbor Insights Videos
Insights and Commentary Archive
What's Behind High Growth's Increasing Appeal?
3 Reasons Inflation Could Fall, Remain Elevated
FOMC Delivers a Hike, Promises More
Small Cap Growth Got You Down?
Inflation: Slowing, But Far From Slow
Geopolitical Crisis & Market Implications
International All Cap Stewardship Process & Principles
International Small Cap Equity: Put Me in Coach, I’m Ready to Play
Being ProActive Within U.S. Large Cap Equities
Inflation: Transitory or Enduring?
Technology Sector Driving Disruption
When the Facts Collide With Conventional Wisdom