Global Trade, Tariffs & Market Shifts in the Energy & Materials Sector

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.

This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.

All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.