How Financials Weathered Tariff Turbulence
Recorded on June 24th, 2025
In this episode of InFocus, TriCert CEO Mike Gassewitz sits down with TriCert Investment Counsel Portfolio Manager Lee Grimshaw, CFA®, to review how our core financial holdings performed in the first quarter of 2025. The discussion examines why Canadian banks experienced muted earnings due to credit loss provisions, how U.S. financials performed amid ongoing tariff pressures, and why insurance has been a standout performer.
They also look ahead to what metrics matter most—from rising unemployment and mortgage refinancing in Canada to deal flow and consumer sentiment in the U.S. Throughout, TriCert’s disciplined focus on quality companies continues to shine through, helping portfolios remain resilient in the face of volatility.
For more Insights from TriCert, visit TriCert.ca/Insights.
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