Episode 19 | Tech is dead, long live Technology | Harvest Talks
Release Date: 09/28/2022
5 in 5 Monthly Commentary - November 2024
Harvest Talks
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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Healthcare: Catalysts and Innovations | Harvest Talks
Harvest Talks
Harvest ETFs CIO Paul MacDonald highlights the catalysts and innovations that are positioned to transform the healthcare sector.
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Healthcare: The Canadian Perspective and Long-Term Drivers | Harvest Talks
Harvest Talks
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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5 in 5 Monthly Commentary - October 2024
Harvest Talks
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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Global Utilities: A Market Opportunity | Harvest Talks
Harvest Talks
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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5 in 5 Monthly Commentary - September 2024
Harvest Talks
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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5 in 5 Monthly Commentary - August 2024
Harvest Talks
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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5 in 5 Monthly Commentary - July 2024
Harvest Talks
Harvest ETFs CIO Paul MacDonald joins the 5 in 5 to discuss sector performance, tech leadership, and US election myths.
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AI Power Demand Spurs Opportunity for Utilities | Harvest Talks
Harvest Talks
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. _______________________________________________________________ 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 . _______________________________________________________________ FOLLOW US ON SOCIAL MEDIA: LinkedIn: YouTube: TikTok: Facebook: ...
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Episode 28 | market movements for the month of June 2024 | Harvest Talks
Harvest Talks
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: YouTube: TikTok: Facebook: Instagram: Twitter: Spotify:...
info_outlineThree 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 ETFs
David Kitai
Content Writer & Editor
Harvest ETFs
https://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 info@harvestportfolios.com or
call toll free 1-866-998-8298.