Harvest Portfolios Group
Harvest Portfolios Group

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

June 26, 2023
Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks
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

Hosted by:

David Kitai

David Kitai

Content Writer & Editor
Harvest ETFs

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James Learmonth, CFA

James Learmonth, CFA

Senior Portfolio Manager
Harvest ETFs

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