Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks
Manage episode 367095468 series 2968932
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 info@harvestportfolios.com or call toll free 1-866-998-8298.
32 episodes