Finding Stability: How Defensive Sectors Support Long-Term Investors
In this episode of InFocus, TriCert Investment Counsel portfolio manager Candis Fitch, CIM®, CIWM, sits down with Chief Investment Officer and fellow portfolio manager, Brian Durno, CFP®, CFA®, to break down two sectors that continue to play a stabilizing role in diversified portfolios: consumer staples and healthcare.
They discuss what recent fundamentals are showing and how dividend strength and quality metrics help guide sector selection. They also explain why defensive areas like staples and healthcare can support long-term portfolio resilience.
The conversation also explores inflation pressures, policy uncertainty in healthcare, and how advancements in AI are shaping research and development across the industry.
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For questions or concerns, reach out to Dylan Domanico.