Dividends, Growth & Stability: Consumer Staples and Healthcare in Focus

In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, welcomes Brian Durno, CFP®, CFA®, Chief Investment Officer and Portfolio Manager at TriCert Investment Counsel, responsible for the Consumer Staples and Healthcare sectors. They discuss how these sectors performed, key market trends, and what investors should watch going forward.

As expected, the consumer staples sector remained stable, with steady demand for essential products. While growth was modest, TriCert’s selected investments performed well, benefiting from strong profitability and reliable dividend growth. This sector continues to be a key defensive play in uncertain markets.

The healthcare sector saw stronger earnings growth but has faced ongoing market challenges due to regulatory uncertainty and cost pressures. Despite this, TriCert’s healthcare investments remain well-positioned, offering long-term value and attractive valuations.

Looking ahead, tariffs and global trade remain potential risks, but both sectors are relatively insulated compared to other industries. TriCert continues to focus on companies with strong fundamentals and long-term resilience.

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.