• Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks

  • Jun 26 2023
  • Length: 26 mins
  • Podcast
Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks cover art

Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks

Listen for free

View show details

  • Summary

  • 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.
    Show more Show less
Show more Show less

What listeners say about Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.ca reviews

Amazon Reviews
No reviews are available