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Welcome to the 5 in 5. In today's episode, chief investment officer Paul MacDonald looks back on November 2024, and gives his insights on market highs, the healthcare space, and looking ahead to 2025.
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Harvest ETFs CIO Paul MacDonald highlights the catalysts and innovations that are positioned to transform the healthcare sector.
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Saknas det avsnitt?
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Harvest ETFs CIO Paul MacDonald explores healthcare investing from a Canadian perspective, and highlights the long-term drivers in the healthcare sector right now.
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For this edition of the Harvest 5 in 5, CIO Paul MacDonald provides insights on S&P 500 earnings, bond volatility, and the potential impacts of the second Trump presidency.
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Harvest ETFs Portfolio Manager Mike Dragosits discusses the market opportunity in global utilities today and why the Harvest Equal Weight Global Utilities Income ETF (HUTL:TSX) is worth consideration.
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For the September edition of the Harvest 5 in 5, CIO Paul MacDonald discusses market drivers, the Fed moving rates, winning defensive portfolios, and where Canada's economy stands after three quarters.
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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.
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Harvest ETFs CIO Paul MacDonald joins the 5 in 5 to discuss sector performance, tech leadership, and US election myths.
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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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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.
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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.
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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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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 ETFsHosted by:
David Kitai
Content Writer & Editor
Harvest ETFsAbout 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 ETFsGuests:
Paul MacDonald, CFA
Chief Investment Officer
Harvest ETFsAbout 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 ETFsGuests:
Michael Kovacs
President & CEO
Harvest ETFsAbout 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 ETFsGuests:
ChatGPT
James Learmonth, CFA
Senior Portfolio Manager
Harvest ETFsAbout 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 ETFsDavid Kitai
Content Writer & Editor
Harvest ETFsAbout 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. -
After a challenging year for investors, Harvest ETFs President & CEO Michael Kovacs joined the Harvest Talks Podcast to discuss lessons learned, highlight successes, and share his thoughts on what the future may hold for investors.
00:00 - Intro
01:26 - What have investors learned from 2022?
02:56 - Other challenging moments Michael has witnessed
04:12 - Michael’s investing approach and its resilience in 2022
05:55 – Highlights for Harvest in 2022
07:38 – Profiling new Harvest ETFs
11:10 – Michael’s biggest lessons from 2022
13:18 – An outlook for 2023
Hosted by:
Michael Kovacs
President & CEO
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFsAbout 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 & Portfolio Manager explains call option ETFs, ETF basics, and explores the mechanics of call options trading executed by the Harvest ETFs portfolio management team.
Timestamps:
00:00 – Intro
01:10 – What is an ETF?
04:00 – What are the different uses of ETFs we see in the modern market?
06:37 – How can ETFs include more ‘institutional’ strategies?
08:52 – What is call option writing?
12:55 – Importance of active management
14:30 – The scale of options trading at Harvest ETFs
18:45 – Summarizing Harvest Call Option ETFs
Hosted by:
Paul MacDonald, CFA
Chief Investment Officer
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFsRead more
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 Portfolio Manager Mike Dragosits joins the podcast to discuss the state of global real estate assets as central banks raise interest rates and the Harvest Global REIT Leaders Income ETF.
Timestamps:
0:00 Intro
1:28 Snapshot of global real estate before 2022
3:23 Where have most Canadians invested?
4:30 Why HGR takes a global approach
6:40 What happened so far in 2022
8:52 Where have we seen winners?
10:30 What asset classes have been hit hardest?
11:50 What risks are Canadians exposed to?
14:10 What’s the playbook for investors seeking real estate exposure?
19:40 Outro
Hosted by:
Mike Dragosits, CFA
Portfolio Manager
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFshttps://harvestportfolios.com/hgr
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. -
Three quarters into a rough year for tech stocks, Harvest ETFs Senior Portfolio Manager James Learmonth joins the Harvest Talks podcast to contextualize the sector’s recent struggles and address the question: are some tech stocks actually value investments?
Timestamps:
0:00 – Intro
1:15 – James Learmonth & Historical Context
4:00 – Why were investors drawn to tech for a decade?
6:00 – What happened to tech after the onset of COVID
8:06 – Growth stocks drivers: sentiment vs. fundamentals
10:22 – What’s happened in 2022 so far
12:28 – Can some tech companies be seen as value stocks?
14:20 – What’s the playbook in an uncertain environment for tech?
Hosted by:
James Learmonth, CFA
Senior Portfolio Manager
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFshttps://harvestportfolios.com/hta
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. - Visa fler
