Investment Review: The Fundamental Driving the Market Resilience
In this episode of InFocus, TriCert CEO Mike Gassewitz and Chief Investment Officer Brian Durno, CFP®, CFA®, break down the key themes from the past quarter and what they mean for long-term investors.
They compare interest rate, inflation, and unemployment trends in Canada and the U.S., discuss the potential inflationary impact of new U.S. tariffs, and explore how earnings results are shaping market sentiment.
The conversation underscores TriCert’s QSect approach, highlighting sector and geographic valuation opportunities, the benefits of diversification, and the resilience of high-quality companies. From managing through volatility to identifying value in overlooked areas of the market, this quarter’s insights reaffirm why TriCert’s disciplined approach remains critical for building lasting wealth.
Click icon below to listen.
For questions or concerns, reach out to Dylan Domanico.