Mid-Year Market Outlook – Harbor – 7.12.21

Overview:
Title: Harbor Mid-Year Market Outlook
Date: Monday, July 12, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. Join Harbor’s expert panel as they discuss what we expected to see in 2021 and what’s to come. During this session, we will share our thoughts about global investment markets.

  • Global growth decelerating
  • Growth and value, the key is both
  • Rising rates, positioning your portfolio
  • Trends and considerations across international and fixed income
  • Accessing disruption and innovation this year and beyond

We look forward to providing you with actionable market insights and portfolio construction guidance to help guide your client conversations and inform your investment thinking.

Speakers:
Spenser Lerner Spenser Lerner, CFA Managing Director – Head of Multi Asset Solutions Harbor Capital Advisors, Inc.

Spenser Lerner is the head of the Multi Asset Solutions Team at Harbor Capital Advisors, Inc. Prior to joining Harbor, Spenser led a Multi Asset Quantitative Research Team in JPMorgan’s managed solutions group. Prior to that role, Spenser led fundamental sector coverage in JPMorgan Asset Management for real estate and energy sectors contributing to both fundamental and research-based strategies that included long only, long/short, market neutral and options overlaid for U.S. equities. In addition to fundamental equity research, Spenser was responsible for portfolio management, portfolio construction and quantitative investment strategy. Spenser received a B.S. in Business Administration from Monmouth University and is a CFA® charterholder.
Ross Frankenfield, CFA Ross Frankenfield, CFA Managing Director – Head of Investment Specialist Team Harbor Capital Advisors, Inc.

Ross Frankenfield is a managing director at Harbor Capital Advisors, Inc. He leads the Investment Strategy Team that provides insights on financial markets and serve as product specialists 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.