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


May 8, 2023


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

David Kitai

Content Writer & Editor
Harvest ETFs

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James Learmonth, CFA

Paul MacDonald, CFA

Chief Investment Officer
Harvest ETFs

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