Harvest Talks

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, C...

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 ETFs   https://harvestportfolios.com/hbf About Harvest Portfolios Group Inc. Founded in 2009, Ha...

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 Canada Hosted by: Paul MacDonald, CFA Chief Investment Officer & Portfolio Manager Harvest ETFs Mike Dragosits,...

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 Office...

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 ETFs https://harvestportfolios.com/hhl About Harvest Portfolio...

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 – looking out, what actions in the near term may move the...

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 energy. Why is this a long term growth area?  What is d...

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 & Chief Executive Officer Harvest ETFs Paul MacDona...

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, hotels & resorts. Hosted by: Michael Kovacs President...

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 blockchain technologies today and how it is benefitti...

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. Michael Kovacs talks about launching the first B...