Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks

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.