Macro Headwinds and Sector Signals: A Closer Look at Industrials
In this episode of InFocus, TriCert Investment Counsel Portfolio Managers Candis Fitch, CIM®, CIWM, and Dave Gill, CFA®, MBA, unpack the industrials sector’s challenging year-end backdrop.
They explore the impact of persistent macro uncertainty, tariff pressures, and muted growth expectations, while highlighting areas of resilience such as aerospace, defence, and AI-linked electrical equipment.
The conversation includes a deep dive into North America’s railroads—why sentiment has weakened, how industry structure supports long-term pricing power, and where selective opportunities may be emerging despite cyclical headwinds.
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