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Artificial Intelligence: An Accelerating Revolution
November 20, 2024Jennison details how AI demand is growing for technology hardware, new capabilities of AI-related application products, and the challenges (and some surprises) that have arisen from AI. Overall, we believe AI represents an extraordinary opportunity, and investors can benefit from an understanding of the current AI ecosystem as well as the full implications of its future development.
How Are Active Boutique Managers Thinking About the 2024 U.S. Presidential Election?
Thoughts from Harbor’s Strategic Investment Partners
October 30, 2024We know that the 2024 U.S. presidential election is a consequential one, with impacts that extend well beyond November 5th. From an active investing point of view, our team at Harbor wanted to offer some perspectives for our clients about how our strategic investment partners are viewing things.
C WorldWide Global Equity Outlook
Rocky 2020s, but Rock-Solid Returns
October 28, 2024According to Harbor’s subadvisor C WorldWide, the first half of the 2020s has already proven to be turbulent with a number of transitions and unexpected factors impacting markets. In this outlook, they discuss the environment ahead, including the improving conditions in China, the favorable conditions for stable growth, and the impact of AI on the stock market, among others.
Harbor Consensus Highlights – Q3 2024
Harbor Investment Partners Operating in a Low-Conviction Macro Environment, Highlighting the Increasing Importance of Prudent Stock Selection for Alpha Generation
October 16, 2024Each quarter, we conduct the Harbor Consensus, a survey of our investment partners, which most recently highlighted the increasing importance of prudent stock selection for alpha generation.
CWorldWide Global Equity Outlook
Politics Matters in the 2020s
August 08, 2024According to Harbor’s subadvisor C WorldWide, in 2024, the world will witness the largest election year in history, with nearly half of the global population casting their votes. They discuss the global outlook for long-term investors in the 2020s, considering the impact of politics, elections, geopolitics, interest rates, and Artificial Intelligence (AI) on the stock market. C WorldWide’s Investment Report for the second quarter of 2024 included the following outlook that touched on these themes and more.
