26 épisodes
Harvest Talks Harvest ETFs
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- Affaires
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
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Large-cap Investing Explained
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
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Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks
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. -
Episode 26 | Why the Healthcare Sector should matter to investors now | Harvest Talks
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. -
Episode 25 | CEO Unpacks Harvest’s Newest High Income ETFs | Harvest Talks
Harvest ETFs President & CEO Michael Kovacs joins the podcast to discuss Harvest’s newest investment products offering high monthly income: The Harvest Diversified Equity Income ETF (HRIF:TSX) and the Harvest Travel & Leisure Income ETF (TRVI:TSX).
The goal of TRVI (01:09).
The tailwinds behind Travel (02:20).
Why TRVI was launched with income (04:11).
About HRIF and what makes it different from HDIF (06:12).
Underlying holdings in HRIF (06:58).
What no leverage means, and who this ETF could be suited to (08:48).
Tailwinds & diversification delivered by HRIF (09:51).
How leading companies have performed in recent history (11:15).
How should investors see these two new ETFs (11:45).
Hosted by:
David Kitai
Content Writer & Editor
Harvest ETFs
Guests:
Michael Kovacs
President & CEO
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. -
Episode 24 | AI’s investor prospects with special guest ChatGPT | Harvest Talks
To unpack how the rapid rise of AI can benefit investors and potentially overhaul our whole economy, Harvest Talks brought on a unique expert for commentary: the AI-powered chatbot ChatGPT.
Intro (00:00).
The potential economic and business impacts of AI (01:48).
The companies capturing value from AI (04:01).
Drawbacks of AI for businesses (06:30).
What could a post-AI economy look like? (09:10).
How can investors capture the rise of AI? (12:45).
What ChatGPT knows about ETFs and Harvest ETFs (15:10).
Is HTA exposed to AI? (17:12).
Is ChatGPT going to take David’s job? (18:12).
Reflecting on GPT’s answers with Senior Portfolio Manager James Learmonth (21:10).
Potential applications for AI (22:50).
Businesses James sees capturing value from AI (24:00).
How the holdings in HTA are capturing value from AI (26:30).
Is AI a startup story, or can large-caps win out? (29:22).
James’ take – are writers going to lose their jobs? (31:00).
Outro (32:00).
Hosted by:
David Kitai
Content Writer & Editor
Harvest ETFs
Guests:
ChatGPT
James Learmonth, CFA
Senior Portfolio Manager
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. -
Episode 23 | The more things change – a market outlook for 2023 | Harvest Talks
Harvest ETFs CIO and Portfolio Manager Paul MacDonald joins the podcast to give his macro outlook for the markets in 2023
00:00 - Intro
01:30 - Why volatility has persisted
05:29 - How recessionary fears might play in the market
09:15 - Why the breadth of expectations is so wide
11:10 - Expectations for 2023
14:10 - How active management can give an advantage
16:15 - Summary
Hosted by:
Paul MacDonald, CFA
Chief Investment Officer
Harvest ETFs
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.