Harbor Lens

The 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.

Worried About Volatility and High Valuations Within Growth?

If you’re concerned about the volatility of high momentum growth stocks, the Harbor Strategic Growth Fund provides a lower risk profile while offering consistent growth exposure.

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Harbor Monthly Market Recap

July 2021

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the monthly market recap, we share our observations across asset classes and factors.

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ESG in Japan: Misunderstood & Underestimated

Explore the opportunities, overlooked strengths, and ongoing improvements across Japan.

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Inflation: Transitory or Enduring?

In this short paper, Westfield addresses the current debate on inflation and how to invest in the current environment.

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Westfields's Approach to ESG Analysis

In this short paper, Westfield outlines their approach to ESG analysis. ESG components have been implicit to their investment process for some time and in this piece, Westfield formally outlines the key tenets of their process and how they implement their sustainable investment program.

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Technology Sector Driving Disruption

Learn how Harbor is identifying high quality disruptive companies during this unique time in growth.

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When the Facts Collide With Conventional Wisdom

Read more from Kristof Gleich, Harbor’s President and CIO, about the two things to consider when evaluating active management in this challenging market.

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Allocating Across Value

A rebound in value investing has many taking a fresh look at their portfolios. We spoke with experts from our subadvisory network to get their thoughts on the recent rotation, and important long-term factors to consider when assessing the value landscape.

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Long-Term, Short Squeeze

In his latest insight, Kristof Gleich, Harbor’s President and CIO, looks at what impact the short squeeze in GameStop (and other companies) had on active managers, and what an event like this may mean for markets in the future.

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What It Pays to Be ProActive

In 2020, active management once again, took center stage. The dispersion between winning and losing managers was, in many cases, as wide as it’s been since the dotcom bubble burst. Before tackling 2021, Kristof Gleich, President & CIO, dives into the data behind a historic year for active management.

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Elections, Science and Diversification

November marked one of the strongest months for risk assets in history. In the latest monthly insight from Kristof Gleich, President & CIO, read about the impact of election results and recent cabinet appointments, positive results from COVID-19 vaccine trials, broadening of markets beyond large cap growth, heightened dispersion and more.

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Implications for Japan Around Prime Minister Abe’s Resignation

In September, Shinzo Abe resigned as Prime Minister of Japan and was replaced by Yoshidide Suga. Abe was Japan’s longest serving Prime Minister. Hear from the group of experts focused on Japan from Harbor’s subadvisers as they engaged in a thoughtful Q&A around the significance of this change on Japanese markets and what we believe will become of Abenomics.

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When Passive Becomes Active

In an unprecedented year, the door may have re-opened for talented active managers to differentiate themselves as concentration risks in passive index investments grow. Learn more about what heightened dispersion may mean for active investors, and what underlying risks of passive investing may be going unnoticed.

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Election Considerations & Potential Market Implications

Read our update including perspectives from Harbor and our strategic partners, around why outcomes of elections are less important in investing than we think.

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Additional Information about Harbor Funds