Harvest ETFs CIO Paul MacDonald joins the 5 in 5 to discuss sector performance, tech leadership, and US election myths.By Harvest ETFs

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 o…

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 t…

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 focusBy Michael Kovacs

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 doin…

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) – L…

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:…

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).…

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 a…

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 0…

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 in…

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…

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 investo…

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 Ho…

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 0…

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…

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/c…

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 ETFs David Kitai Content Writer & Editor Harvest ETFs https://harvestportfolios.co…

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 v…

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 OfficerHarvest ETFs https://harvestportfolios.com/hbf About Harv…

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 ResearchMornigstar Canada Hosted by: Paul MacDonald, CFA Chief Investment Officer & Po…

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: M…

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 OfficerHarvest ETFs https://ha…

In the second part of this segment, we look at what opportunities lie ahead for investors interested in clean energy. We will talk a little bit about the companies involved in producing cleaner energy, current sentiment, near term phenomena, and hydrogen stocks as an emerging growth story. What are the multiples and expectations for growth – lookin…

Listen to Michael Kovacs, CEO, on how Clean Energy can possibly fit into an ESG strategy. Today, there is no top down standardized industry guidance to follow, therefore definitions can vary firm to firm. For this overview, we are talking about the (Environmental) Clean Energy component. A key element of focus is the reduction in carbon based energ…

Listen to the podcast to see what the data is saying in terms of trends, travel spending & expectations for recovery. What areas of the sector are seeing growth? Is travel a recovery trade or does the data point to a longer term trend? How do the global demographics factor into the opportunities in this sector? Hosted by: Michael Kovacs President &…

In this episode, we talk about the long term growth dynamics pre-pandemic, and the travel sectors that stand to be amongst most positively impacted on reopening. Michael explains the influence of technology on travel, the growth of travel over time, and what the experts are saying about the rebound in air travel, business travel, cruise lines, hote…

Learn more about the technology, its fundamentals, implications and opportunities. Who are some of the emerging companies in this space? Apart from Crypto, what applications are in use today – for example in financial services, supply chain and logistics and payments? We discuss IBM, Maersk, Walmart, Epam, Visa, and other companies implementing blo…

What is the big difference between the Blockchain technological revolution and the Internet revolution? The Internet was about the digitization of information, while the Blockchain is the digitization of assets, property and identity. As the Blockchain matures, like the Internet, it will be the mainstream technology of B2B, B2P and P2P transactions…