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.

Harvest ETFs CIO Paul MacDonald highlights the catalysts and innovations that are positioned to transform the healthcare sector.

Harvest ETFs CIO Paul MacDonald explores healthcare investing from a Canadian perspective, and highlights the long-term drivers in the healthcare sector right now.

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.

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.

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.

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.

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

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 t...

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 Har...

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 te...

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...

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...

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)...

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 Ma...

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 resili...

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 – Wha...

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...

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 happe...

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...

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 - T...

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 ET...

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 NEWSLET...

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.com/hcln About Harvest Portfolios Group Inc. Founded...