Episode 26 | Why the Healthcare Sector should matter to investors now | Harvest Talks

Harvest Talks

08-05-2023 • 17 mins

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 Healthcare Now?

(03:42) – Subsector and Style diversity in Healthcare & HHL

(05:00) – Paul’s notable subsectors

(08:06) – Why Healthcare has underperformed tech so far in 2023

(10:00) – What Styles are built into HHL

(11:53) – What risks does Paul see in the Healthcare space

(14:27) – Why HHL uses an income strategy

(16:25) – The HHL elevator pitch

Hosted by:

David Kitai
Content Writer & Editor
Harvest ETFs

Guests:

Paul MacDonald, CFA
Chief Investment Officer
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.

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