Global Trade, Tariffs & Market Shifts in the Energy & Materials Sector
Recorded on March 4th, 2025
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Grayson Waechter, CFA®, TriCert Investment Counsel Portfolio Manager for the energy and materials sector, to provide an update on market trends and investment opportunities.
The conversation starts with the oil sector, where, despite recent price fluctuations, leading global energy companies continue to deliver strong returns for investors through steady dividends and share buybacks. Moving to the materials sector, Grayson discusses the current volatility in commodity prices and highlights companies with more predictable business models that may offer stability amid market shifts. The discussion also addresses the potential impact of tariffs and global trade policies. With the U.S. relying heavily on Canadian oil, potash, and copper exports, any trade relations changes could have significant consequences. Geopolitical events, including developments in China and Ukraine, also have the potential to influence these markets.
The episode focuses on maintaining diversified, well-positioned portfolios to navigate opportunities and risks in uncertain times.
For more Insights from TriCert, visit TriCert.ca/Insights.
Portfolio and Investment Fund Manager
Through a referral arrangement, Stark & Marsh Wealth Management Services offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Stark & Marsh CPA LLP Accountant and your Stark & Marsh Wealth Management Services Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $4 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
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