According 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.

According 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.

The Harbor International Compounders ETF (OSEA) performed well in 2023, resulting in compelling risk-adjusted returns.

According to Harbor’s subadvisor C WorldWide, the first quarter of 2024 saw a rise in focus on generative artificial intelligence (Gen AI) and on obesity drug makers, as well as the performance of those companies, sectors and regions tied to these themes. C WorldWide’s Investment Report for the first quarter of 2024 included the following outlook that touched on these themes and more.

2024 outlook on Non-U.S. Large Cap Equities: highlighting attractive valuations, diversification benefits, and active management opportunities.