By Harvest ETFs
The podcast currently has 32 episodes available.
In this August edition of the Harvest 5 in 5, Harvest ETFs, CIO Paul MacDonald, discusses the market drivers and breadth, rate expectations, impact of lower rates and debunked another US election myth.
Harvest ETFs CIO Paul MacDonald joins the 5 in 5 to discuss sector performance, tech leadership, and US election myths.
Harvest ETFs Portfolio Manager Mike Dragosits explores peak interest rates, the relationship between AI and data center demand, and the importance of global diversification in the utilities sector.
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Unlock a resilient investment approach with a proven route to steady income and growth opportunities in the market. Subscribe to receive the Monthly Insights Newsletter from Harvest ETFs https://bit.ly/3Lblmaz.
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Please visit
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E-mail: [email protected]
Toll free: 1-866-998-8298
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For Information Purposes Only. Commissions, management fees and expenses all may be associated with investing in HARVEST Exchange Traded Funds (managed by Harvest Portfolios Group Inc.) Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. This communication should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or used to engage in personal investment strategies. Tax, investment and all other decisions should be made with guidance from a qualified professional.
Join Harvest ETFs CIO Paul MacDonald for the 5 in 5 - In this edition, Paul MacDonald provides his perspective on market movements for the month of June 2024.
_______________________________________________________________
Unlock a resilient investment approach with a proven route to steady income and growth opportunities in the market. Subscribe to receive the Monthly Insights Newsletter from Harvest ETFs https://bit.ly/3Lblmaz. _______________________________________________________________
FOLLOW US ON SOCIAL MEDIA:
LinkedIn: https://www.linkedin.com/company/harvest-portfolios-group
YouTube: https://www.youtube.com/c/HarvestETFs
TikTok: https://www.tiktok.com/@harvest_etfs
Facebook: https://www.facebook.com/HarvestETFs
Instagram: https://www.instagram.com/harvestetfs
Twitter: https://twitter.com/harvestetfs
Spotify: https://open.spotify.com/show/4Nh71jcf778tZDICT7TznK _____________________________________________________________
FOR ADDITIONAL INFORMATION:
Please visit
Website: https://HarvestPortfolios.com
E-mail: [email protected]
Toll free: 1-866-998-8298
___________________________________________________________
For Information Purposes Only. Commissions, management fees and expenses all may be associated with investing in HARVEST Exchange Traded Funds (managed by Harvest Portfolios Group Inc.) Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. This communication should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or used to engage in personal investment strategies. Tax, investment and all other decisions should be made with guidance from a qualified professional.
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
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 [email protected] or call toll free 1-866-998-8298.
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 [email protected] or call toll free 1-866-998-8298.
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 [email protected] or call toll free 1-866-998-8298.
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 [email protected] or call toll free 1-866-998-8298.
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 [email protected] or call toll free 1-866-998-8298.
The podcast currently has 32 episodes available.