Industrials and Tech: Shining a Spotlight on Microsoft
Recorded on July 1st, 2025
In this episode of InFocus, CEO Mike Gassewitz sits down with Portfolio Manager Dave Gill, CFA®, MBA, to explore how the technology and industrial sectors are performing. The conversation highlights Microsoft’s AI strategy, capital investment ramp-up, and evolving market expectations, illustrating how long-term fundamentals can diverge from short-term sentiment. The discussion explores why some strong earnings results still elicited lukewarm reactions and what current valuations reveal about investor sentiment.
Together, they discuss why TriCert’s focus on quality companies, strong balance sheets, and long-term thinking continues to offer clarity and confidence amid uncertainty in the sectors.
For more Insights from TriCert, visit TriCert.ca/Insights.
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