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?

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