Episódios
-
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 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. -
Estão a faltar episódios?
-
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. -
After two quarters of negative growth, debate is raging over whether the world’s most important economy is in a recession. Harvest Chief Investment Officer Paul MacDonald clarifies the picture and explains what this macroeconomic environment means for markets
Timestamps:
00:00 Intro
00:55 Is the US in a recession?
02:10 Defining recessions
06:10 How bad could this be?
07:45 How did we get here and what does that mean for markets?
13:00 Signs of positivity
14:40 The investor’s playbook
Hosted by:
Paul MacDonald, CFA
Chief Investment Officer
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFshttps://harvestportfolios.com
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. -
Oil prices have swung extremely since the onset of the pandemic, from negative values to well over $100 per barrel. This podcast featuring portfolio manager Mike Dragosits unpacks what those swings mean for investors.
Timestamps:
00:00 - Intro
01:45 - Why oil prices have swung so extremely?
04:03 - The likelihood of this roller coaster continuing
06:32 - Who have been the winners so far?
09:43 - The story of large-cap oil companies
12:18 - Other strategies for energy investors
15:14 - Compare and contrast: large cap vs small capHosted by:
Mike Dragosits, CFA
Portfolio Manager
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFshttps://harvestportfolios.com/hpf
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. -
As markets turn volatile and investors feel squeezed, Paul MacDonald—Chief Investment Officer and Portfolio Manager at Harvest ETFs—sat down for a podcast outlining why markets are broadly down, what investors should be looking at, and how certain strategies can turn some of this market volatility into cashflow.
Hosted by:
Paul MacDonald, CFA
Chief Investment Officer & Portfolio Manager
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFshttps://harvestportfolios.com/ ________________________________________________________________ SUBSCRIBE TO OUR YOUTUBE CHANNEL https://www.youtube.com/c/HarvestETFs/?sub_confirmation=1 SUBSCRIBE TO OUR MONTHLY NEWSLETTER https://harvestportfolios.com/subscribe _______________________________________________________________ FOLLOW HARVEST ETFS ON SOCIAL MEDIA: LinkedIn: https://www.linkedin.com/company/harvest-portfolios-group/ Twitter: https://twitter.com/harvestetfs Facebook: https://www.facebook.com/HarvestETFs Spotify: https://open.spotify.com/show/4Nh71jcf778tZDICT7TznK Stitcher: https://www.stitcher.com/show/harvest-talks ________________________________________________________________ FOR ADDITIONAL INFORMATION: Please visit Website: https://harvestportfolios.com E-mail: [email protected] Toll free: 1-866-998-8298. ________________________________________________________________ Disclaimer: 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 indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account income taxes payable by any securityholder that would have reduced returns. Tax investment and all other decisions should be made with guidance from a qualified professional.
-
Portfolio Manager Kushal Agarwal joins content editor David Kitai to explain why the Travel & Leisure Industries have shown strength and high demand despite persistent tailwinds in 2022. https://harvestportfolios.com/etf/trvl/ ________________________________________________________________
SUBSCRIBE TO OUR YOUTUBE CHANNEL https://www.youtube.com/channel/UC5K0...
SUBSCRIBE TO OUR MONTHLY NEWSLETTER https://harvestportfolios.com/subscribe/
________________________________________________________________
The Harvest Travel & Leisure Index ETF (TRVL:TSX) provides investors access to a diversified portfolio of large capitalization companies that own or operate travel related businesses. Harvest believes that prior to the pandemic, global travel growth had structural long-term drivers and, in the shorter term, these companies stand to benefit from a resumption in travel following global shutdowns. Benefits of investing in TRVL The top 30 dominant, large capitalization Travel & Leisure companies listed in North America Diversified across broad travel related sectors Sub-sectors have been disproportionately impacted by the shutdowns versus many other sectors Long term structural growth drivers were in place prior to pandemic and expected to resume Portfolio well positioned to benefit from resumption and pent-up demand for travel Index structure
________________________________________________________________
Harvest ETFs is an Independent Canadian ETF manager delivering portfolios of high-quality businesses, equity income strategies, and growth-oriented mega trends. ________________________________________________________________
SUBSCRIBE TO OUR YOUTUBE CHANNEL https://www.youtube.com/c/HarvestETFs...
SUBSCRIBE TO OUR MONTHLY NEWSLETTER https://harvestportfolios.com/subscribe _______________________________________________________________
FOLLOW HARVEST ETFS ON SOCIAL MEDIA:
LinkedIn:https://www.linkedin.com/company/harv...
Twitter: https://twitter.com/harvestetfs
Facebook: https://www.facebook.com/HarvestETFs
Spotify: https://open.spotify.com/show/4Nh71jc...
Stitcher: https://www.stitcher.com/show/harvest...
________________________________________________________________
FOR ADDITIONAL INFORMATION: Please visit Website: https://harvestportfolios.com E-mail: [email protected] Toll free: 1-866-998-8298.
________________________________________________________________
Disclaimer: 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 indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account income taxes payable by any securityholder that would have reduced returns. Tax investment and all other decisions should be made with guidance from a qualified professional.
-
In our latest Harvest Talks Podcast, Portfolio Manager Mike Dragosits explains why the Utilities sector is often glossed over by investors, and why a more nuanced approach can maximize this sector’s advantages.
Hosted by:
Mike Dragosits, CFA
Portfolio Manager
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFshttps://harvestportfolios.com/hcln
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. -
Investors are rotating from growth into quality during a volatile start to 2022. Learn how Paul MacDonald, CIO of Harvest and the Portfolio manager of Canada’s largest healthcare ETF $HHL sees the healthcare sector in this environment and why he believes healthcare is a ‘superior good.’Many investors are rotating from growth into quality during a volatile start to 2022. Learn how Paul MacDonald, CIO of Harvest and the Portfolio manager of Canada’s largest healthcare ETF $HHL sees the healthcare sector in this environment and why he believes healthcare is a ‘superior good.’
https://harvestportfolios.com/hhl
Hosted by:
Paul MacDonald, CFA
Chief Investment Officer
Harvest ETFsDavid Kitai
Content Writer & Editor
Harvest ETFshttps://harvestportfolios.com/hhl
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. -
Michael Kovacs, president and CEO of Harvest ETFs, shares insights on current income sources for Canadian investors, how inflation can impact savings strategies, and why income ETFs should be a consideration for all income-seekers.
Hosted by:
Michael Kovacs
President & Chief Executive Officer
Harvest ETFshttps://harvestportfolios.com/hbf
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. -
Paul MacDonald & Mike Dragosits from Harvest Portfolios sit down with ESG thought leader Ian Tam from Morningstar to discuss different lenses and applications being used in industry for ESG, SRI and Clean Energy.
Guest Speaker:
Ian Tam, CFA
Director of Investment Research
Mornigstar CanadaHosted by:
Paul MacDonald, CFA
Chief Investment Officer & Portfolio Manager
Harvest ETFsMike Dragosits, CFA
Portfolio Manager
Harvest ETFshttps://harvestportfolios.com/hcln
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 Healthcare Industry is a diverse, complex and global industry that spans across a large variety of sectors and specialty areas. In this podcast, Michael Kovacs, President & CEO and Paul MacDonald, CFA, Chief Investment Officer and Portfolio Manager of Harvest ETFs, highlight some of the key underlying growth dynamics of the sector.
Hosted by:
Michael Kovacs
President & Chief Executive Officer
Harvest ETFsPaul MacDonald, CFA
Chief Investment Officer & Portfolio Manager
Harvest ETFshttps://harvestportfolios.com/hhl
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 Healthcare Industry is a diverse, complex and Global Industry. It spans across a large variety of sectors and specialty areas. In this podcast, Michael Kovacs, President & CEO of Harvest ETFs, highlights some of the key underlying growth dynamics of the sector.
Hosted by:
Michael Kovacs
President & Chief Executive Officer
Harvest ETFshttps://harvestportfolios.com/hhl
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. - Mostrar mais
