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Mapping the Business Cycle

Harbor Multi-Asset Solutions: Q2 2024

April 17, 2024
Actionable investment conclusions from Harbor’s Multi-Asset Solutions Team.
Harbor Multi-Asset Solutions Team
Institutional investors only: Attestation requiredInstitutional
Asset Allocation Viewpoints
Mapping the Business Cycle Q22024. Dial graphic with needle pointing towards Late Cycle
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Mapping the Business Cycle Q1 2024

Harbor Multi-Asset Solutions

January 17, 2024
Actionable investment conclusions from Harbor’s Multi-Asset Solutions Team - "Throwing caution to the wind"
Harbor Multi-Asset Solutions Team
Institutional investors only: Attestation requiredInstitutional
Asset Allocation Viewpoints
Mapping the Business Cycle Q1 2024 text with Q1 2024 highlighted a green. A gage that is also half of the earth points towards the words 'Late Cycle'
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Harbor Multi-Asset Solutions Q3 2023 Asset Allocation Viewpoints Summary

August 02, 2023
In consideration of the macro environment, we continue to expect a recession over the next twelve months and believe the risk to assets is skewed negatively. We remain in favor of high-quality companies and high-rated fixed income exposures.
Harbor Multi-Asset Solutions Team
Institutional investors only: Attestation requiredInstitutional
Asset Allocation ViewpointsCapital Markets AnalysisFixed Income
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Current Asset Allocation Viewpoints & Positioning

July 19, 2023
The End of a Mid-cycle Slowdown? Or the Last Stand for the U.S. Economy?
Harbor Multi-Asset Solutions Team
Institutional investors only: Attestation requiredInstitutional
Asset Allocation ViewpointsCapital Markets Analysis
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Asset Allocation Viewpoints & Positioning Q1 2023

May 09, 2023
Q1 2023 Asset Allocation Viewpoints & Positioning: The economy may experience a more severe downturn than expected; reducing risk exposure in portfolios may prove key.
Harbor Multi-Asset Solutions Team
Institutional investors only: Attestation requiredInstitutional
Asset Allocation ViewpointsCapital Markets Analysis
Glass of water half full or half empty. Red and blue gradient background.
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