Dividends, Growth & Stability: Consumer Staples and Healthcare in Focus
Recorded on April 1st, 2025
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, welcomes Brian Durno, CFP®, CFA®, Chief Investment Officer and Portfolio Manager at TriCert Investment Counsel, responsible for the Consumer Staples and Healthcare sectors. They discuss how these sectors performed, key market trends, and what investors should watch going forward.
As expected, the consumer staples sector remained stable, with steady demand for essential products. While growth was modest, TriCert’s selected investments performed well, benefiting from strong profitability and reliable dividend growth. This sector continues to be a key defensive play in uncertain markets.
The healthcare sector saw stronger earnings growth but has faced ongoing market challenges due to regulatory uncertainty and cost pressures. Despite this, TriCert’s healthcare investments remain well-positioned, offering long-term value and attractive valuations.
Looking ahead, tariffs and global trade remain potential risks, but both sectors are relatively insulated compared to other industries. TriCert continues to focus on companies with strong fundamentals and long-term resilience.
For more Insights from TriCert, visit TriCert.ca/Insights.
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