technology etf

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.

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).

How can investors capture the rise of AI? (12:45).

What ChatGPT knows about ETFs and Harvest ETFs (15:10).

Is HTA exposed to AI? (17:12).

Is ChatGPT going to take David’s job? (18:12).

Reflecting on GPT’s answers with Senior Portfolio Manager James Learmonth (21:10).

Potential applications for AI (22:50).

Businesses James sees capturing value from AI (24:00).

How the holdings in HTA are capturing value from AI (26:30).

Is AI a startup story, or can large-caps win out? (29:22).

James’ take – are writers going to lose their jobs? (31:00).

Outro (32:00).

 

Hosted by:

David Kitai
Content Writer & Editor
Harvest ETFs

Guests:

ChatGPT

James Learmonth, CFA
Senior Portfolio Manager 
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.

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 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.