We believe the “have nots” will have their time in the sun in 2024 and that the benign economic backdrop is positive for many asset classes.

Read what Jake Schurmeier, Multi-Asset Solutions Portfolio Manager at Harbor Capital Advisors, has to say about the implications that come with both headline and core Consumer Price Index (CPI) surprising to the upside and more.

Despite ongoing market uncertainties, we recently discussed some prospective bright spots in 2024 that may make for attractive opportunities as part of a lively panel with three of Harbor’s active, boutique investment managers.

Discover how Chair Powell's hint at the Fed's shift from rate hikes to cuts sparked a market frenzy, with projections showing a full rate cut by early 2024 and more to follow. Dive into our analysis of this pivotal moment and its impact on an 'everything rally' in the face of stagnant inflation.

In this episode of the Harbor Lookout, Jake Schurmeier, Multi-Asset Portfolio Manager, breaks down some key FOMC meeting insights.