Brian shares positive news about Amgen and highlights the robust performance of consumer staples, with revenue and earnings growth surpassing expectations. They delve into Walmart, illustrating the importance of long-term investment strategies despite short-term market reactions. The episode concludes with insights on market trends, inflation impacts, and the defensive nature of consumer staples during economic downturns. Tune in to gain valuable perspectives on market dynamics and investment strategies.
Healthcare highlights and long-term wins in consumer staples
Recorded on May 29, 2024
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Brian Durno, CFP®, CFA®
As CIO, Brian leads the organization in following a quality sector-based investment approach for all client portfolios. He joined TriCert Investment Counsel in 2016 as a Portfolio Manager, responsible for building client portfolios with a disciplined, value-oriented investment approach. Brian earned a Bachelor of Commerce degree from Queen’s University in 1995. He is a member of the CFA Institute and the CFA Society of Ottawa, a Certified Financial Planner, and a Chartered Financial Analyst charterholder.
