Views from the Harbor
Harbor’s take on what you need to know currently happening in the economy and markets across the world, and how we believe it ultimately impacts your investments.
Views from the Harbor (Episode 10): Signature Bank, Silicon Valley Bank, Regional Bank Equity Volatility
Views from the Harbor (Episode 9): Overseas Investing, Green Transition, and Intelligent Tangibles
On this week’s episode of “Views from the Harbor”, Kristof Gleich welcomes special guest Bo Knudsen, CEO of C Worldwide Asset Management, an active equity investment firm based out of Copenhagen. In their conversation, Bo and Kristof capture a few reasons why investors may want to consider investing overseas, along with touching on a few key trends and terms many may want to learn more about.
Views from the Harbor (Episode 8): Hard Landing vs. Soft Landing
On this week’s episode of “Views from the Harbor”, Kristof Gleich and Spenser Lerner unpack the current state of the market and discuss whether a hard or soft landing lies ahead.
Views from the Harbor (Episode 7): The State of the “Commodities Union”
On this week’s episode of “Views from the Harbor”, Kristof Gleich has an interesting chat with Don Casturo, Founding Partner, Principal and Chief Investment Officer of Quantix Commodities. With Commodities currently being top of mind for a lot of investors, they use this as an opportunity to take a deep dive on the asset class and provide what Kristof refers to as a “State of the Union of the Commodities Union”.
Views from the Harbor (Episode 6): 2023 Outlook Edition
Views from the Harbor (Episode 5): Bob Elliott of Unlimited Funds Talks Markets, Inflation and More…
Views from the Harbor (Episode 4): Europe, Energy, and Opportunities in the International Landscape
Views from the Harbor (Episode 3): Midterm Elections, Chair Powell, Positioning, Recession & FTX
Views from the Harbor (Episode 2): Earnings, Bond Vigilantes, China, Federal Reserve
Views from the Harbor (Episode 1): Inflation, Monetary Policy, Commodities
This material is for informational purposes and is not intended to be relied upon as a forecast, research, investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or adopt any investment strategy. The opinions expressed are as of he date provided and subject to change. The opinions expressed by the speakers do not necessarily represent the views of Harbor Capital Advisors, Inc. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Harbor Capital Advisors, Inc. to be reliable, are not necessarily all-inclusive, and are not guaranteed as to accuracy. This material may contain forward-looking information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any of these views will come to pass. This material may not be representative of the experience of other individuals. Reliance upon information in this material is at the sole discretion of the viewer. This material is not legal, tax, or accounting advice. Please consult with qualified professionals for this type of advice.