In this episode of InFocus, guest host Candis Fitch, CIM®, CIWM, TriCert Investment Counsel Portfolio Manager, sits down with fellow Portfolio Manager and CIO Brian Durno, CFP®, CFA®, to discuss the performance of two key sectors — Consumer Staples and Healthcare.
Amid inflation, interest rate uncertainty, and recession chatter, Brian explains why these traditionally defensive areas continue to warrant attention. They review Q1 highlights, including key quality signals such as dividend consistency and pricing power, and explain some of the core picks' fundamental performance relative to the broader sector averages. With fundamentals that point to stability and dividend strength, Brian shares why quality matters more than ever.
Whether you’re wondering how portfolio positioning shifts in uncertain markets or want to understand what’s under the hood in TriCert’s equity exposure, this is an insightful listen.
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For questions regarding Wealth Management, reach out to Dylan at ddomanico@crawfordss.ca