Kristof Gleich
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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.
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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.
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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.
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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”.
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Views from the Harbor (Episode 6): 2023 Outlook Edition
On this week’s episode of “Views from the Harbor”, Kristof Gleich and Spenser Lerner take a deep dive into Harbor’s Asset Allocation Viewpoints, provided by Harbor’s Multi-Asset Solutions Team, and give their take on everything that you need to know for the coming year.
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Views from the Harbor (Episode 5): Bob Elliott of Unlimited Funds Talks Markets, Inflation and More…
On this week’s episode of “Views from the Harbor”, Spenser Lerner speaks to Bob Elliott, Co-Founder, CEO and CIO of Unlimited Funds, who’s company uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital and private equity.
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Views from the Harbor (Episode 4): Europe, Energy, and Opportunities in the International Landscape
On this week’s episode of “Views from the Harbor”, Kristof Gleich speaks to Morten Springborg, Global Thematic Specialist at C WorldWide Asset Management, and discusses the latest situation in Europe, the current energy crisis and its impact on the energy transition currently taking place, and lastly the more recent opportunities in the international landscape driving value for clients.
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Views from the Harbor (Episode 3): Midterm Elections, Chair Powell, Positioning, Recession & FTX
On this week’s episode of “Views from the Harbor”, Kristof Gleich speaks to Spenser Lerner, Managing Director & Head of Harbor’s Multi-Asset Solutions Team, and discusses the impact of the recent midterm elections, Chair Powell’s recent FOMC speech, where we’re at in our recession forecast, how we’re currently positioning our multi-asset portfolios and the recent news about FTX and crypto.
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Views from the Harbor (Episode 2): Earnings, Bond Vigilantes, China, Federal Reserve
On this week’s episode of “Views from the Harbor”, Kristof Gleich speaks to Jake Schurmeier, a Portfolio Manager within Harbor’s Multi-Asset Solutions Team, and gets his take on topics including learnings from earnings in Q3, the bond vigilantes of the U.K., the Chinese National Congress meeting and the Federal Reserve (Pause vs. Pivot).
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Views from the Harbor (Episode 1): Inflation, Monetary Policy, Commodities
Here is the first installment of Harbor’s new video series titled “Views From The Harbor”, which features Kristof Gleich, President & CIO of Harbor Capital Advisors, and Spenser Lerner, Head of Multi Asset Solutions at Harbor Capital Advisors, bringing you Harbor’s weekly take on what you need to know in terms of what's happening in the markets and the economy from across the world, and how it ultimately impacts your investments.
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