2020 Mid-Year Market Outlook – Harbor Capital Advisors – 6.12.20

Summary:

Now On Demand.

As we move into the second half of 2020, all of us at Harbor want to make sure clients and investors continue to stay safe during these unprecedented times. As we think back to the end of 2019, nobody could have foreseen the challenges that exist today in markets, the economy, and in our lives. Taking things one day at a time may be all investors can do in response to the heightened level of uncertainty, but looking ahead as the world reacclimates presents opportunities. In Harbor’s 2020 mid-year market outlook, we’ll share some relevant insights around many of these opportunities including:

• Maneuvering through volatility
• Identifying diverse sources of income
• Managing through the challenges of market concentration

Throughout this webcast, join our experienced panelists as they provide perspective designed to help clients continue to focus on their investment goals and portfolios. Harbor will share long-term strategies to help clients navigate through these complex market environments and embrace uncertainty by implementing solutions built on the merits of active management.

Speakers:

Brian Collins is the executive vice president and chief investment officer of Harbor Capital Advisors, Inc. He leads the Investment group which is responsible for the identification, evaluation, and selection of investment managers for Harbor. Prior to joining Harbor, Brian was a principal at Mercer Investment Consulting, where he was the director of US Investment Manager Research for the global investment consulting practice. He earned a B.S. in Finance from Georgetown University and an M.B.A. in Finance and Management Strategy from the Kellogg Graduate School of Management at Northwestern University. Brian is a CFA^® charterholder.

Ross Frankenfield is a managing director at Harbor Funds Distributors, Inc. He provides insights on financial markets and acts as a product specialist for Harbor’s investment strategies. Prior to joining Harbor, Ross was an analyst at Financial Research Corporation, where he engaged in the analysis of trends within the financial services industry and contributed to FRC’s suite of research publications. He earned a B.A. in Economics from Colby College. Ross is a CFA^® charterholder, a member of the CFA^® Institute and the CFA^® Society Boston, Inc.

Sonya Morris is a managing director at Harbor Capital Advisors, Inc. She is a member of the Investments group, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor, Sonya was a senior consultant at Morningstar Investment Management, where she managed fund-of-fund portfolios and chaired the team’s fixed-income manager selection committee. She earned a B.A. in Finance and a B.A. in English from the University of Illinois at Urbana-Champaign and an M.A. in English from Northwestern University. Sonya is a CFA^® charterholder.

Andrew Prewitt is a managing director at Harbor Capital Advisors, Inc. He is a member of the Investment group, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor Capital Advisors, Andrew was portfolio manager/manager research analyst at UBS Global Asset Management (Americas) Inc. He earned a B.B.A. in Accounting and MAcc (Masters in Accountancy) in Accounting from the University of Wisconsin-Madison. Andrew is a CFA^® charterholder.