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 10): Signature Bank, Silicon Valley Bank, Regional Bank Equity Volatility

On this week’s episode of “Views from the Harbor”, Kristof Gleich welcomes Jake Schurmeier, Portfolio Manager and Head of Fixed Income on Harbor Capital’s Multi-Asset Solutions Team, to talk the current bank crisis, volatility in regional bank equity and more. Jake previously worked at the Federal Reserve Bank of New York, so he speaks from his experience inside the biggest central bank.

Previous Episodes

Bo Almar Knudsen and Kristof Gleich conversing at a table.

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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.

Spenser Lerner on left side split screen and Kristof Gleich on right side of split screen. Pixelated plane landing image in middle.

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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.

Dan Casturo on left side of split screen and Kristof Gleich on right side of split screen. Joe Biden photo layered on top with thinking cloud with text Commodities Union inside of it.

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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”.

Split screen with Kristof Gleich on the left and Spenser Lerner on the right.

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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.

Split screen with Spenser Lerner on the left and Kristof Gleich on the right.

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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.

Kristof Gleich and Morten Springborg having a discussion at a table.

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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.

Split screen with Kristof Gleich on the left and Jake Schurmeier on the right.

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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).

Split screen with Spenser Lerner on left and Kristof Gleich on right. Cherry topped ice cream sundae overlayed on image in the middle.

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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.

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.

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