Page de couverture de Harvest Talks

Harvest Talks

Auteur(s): Harvest ETFs
  • Résumé

  • Welcome to Harvest Talks, brought to you by Harvest ETFs. In this series, we aim to share our thoughts on current events and market trends – and enlighten listeners on the key themes behind the Harvest ETF investment strategies. To learn more, visit HarvestETFs.com
    © 2021 Harvest Portfolios Group
    Voir plus Voir moins
Épisodes
  • Large-cap Investing Explained
    Jul 27 2023

    Senior Portfolio Manager James Learmonth joins the podcast to unpack what market capitalization is, why it’s key to our equity ETFs at Harvest, and how the Harvest Brand Leaders Plus Income ETF (HBF:TSX) exemplifies our large-cap focus

    Voir plus Voir moins
    17 min
  • Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks
    Jun 26 2023
    Senior Portfolio Manager James Learmonth joins the podcast to break down tech’s performance drivers this year and in the long term, he explains why a tech + income strategy can help Canadian investors seeking growth and returns. (00:00) Intro (01:24) Why Tech has overperformed this year (03:28) Is this tech doing well or the rest of the market doing badly? (04:45) Subsector breakdown in tech (06:20) Risks of a few large players in tech (07:20) What’s the AI story and why has large-cap led? (12:30) What happened with Nvidia? (18:49) How HTA captures the tech sector (21:22) Why HTA holds an equal weight portfolio (23:00) Why HTA uses an income strategy (25:14) Outro & Disclaimer   https://harvestportfolios.com/hta    Guests: James Learmonth, CFA Senior Portfolio Manager Harvest ETFs   Hosted by: David Kitai Content Writer & Editor Harvest ETFs   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail info@harvestportfolios.com or call toll free 1-866-998-8298.
    Voir plus Voir moins
    26 min
  • Episode 26 | Why the Healthcare Sector should matter to investors now | Harvest Talks
    May 8 2023

    Harvest ETFs Chief Investment Officer and Portfolio Manager Paul MacDonald joins the podcast to talk about structural and shorter-term drivers for the US healthcare sector, and why investors may want to consider the sector now.

     

    Paul goes in depth about Canada’s largest Healthcare ETF – the Harvest Healthcare Leaders Income ETF (HHL:TSX)

     

    (00:24) – Long-term drivers for Healthcare

    (01:54) – Why Healthcare Now?

    (03:42) – Subsector and Style diversity in Healthcare & HHL

    (05:00) – Paul’s notable subsectors

    (08:06) – Why Healthcare has underperformed tech so far in 2023

    (10:00) – What Styles are built into HHL

    (11:53) – What risks does Paul see in the Healthcare space

    (14:27) – Why HHL uses an income strategy

    (16:25) – The HHL elevator pitch

     

     

    Hosted by:

    David Kitai
    Content Writer & Editor
    Harvest ETFs

    Guests:

    Paul MacDonald, CFA
    Chief Investment Officer
    Harvest ETFs

     

    About Harvest Portfolios Group Inc.

    Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors.

    For additional information:
    Please visit www.harvestportfolios.com,
    e-mail info@harvestportfolios.com or
    call toll free 1-866-998-8298.

    Voir plus Voir moins
    18 min

Ce que les auditeurs disent de Harvest Talks

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.