Timely and educational insights
In this episode of InFocus, Candis Fitch, CIM®, CIWM, portfolio manager at TriCert Investment Council, is joined by fellow portfolio manager Lee Grimshaw, CFA®, to discuss the financial sector, with a particular focus on the Royal Bank of Canada (RBC). They highlight...
Grayson discusses the performance of oil and pipeline companies' stocks, which have seen significant gains this year. The increase in stock prices is attributed to healthy margins, dividend expansions, and interest rate cuts, which have driven demand for investments...
Recorded on November 11, 2024This 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...
Recorded on October 30, 2024This 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...
Lee notes a divergence between U.S. and Canadian financial markets, with U.S. institutions faring better due to a more robust economy, while Canadian banks face stress, particularly in the mortgage market. The discussion also touches on interest rate movements, their...
Dave highlights strong earnings despite a subdued economic backdrop. As Dave remains optimistic about Apple's fundamentals, they delve into the company's recent performance and Warren Buffett's decision to reduce Berkshire Hathaway's stake in it. They also discuss the...
Brian provides an in-depth look at how these essential products—from groceries to cleaning supplies—offer stability and consistent returns during market downturns. Focusing on the performance of consumer staples during recent economic disruptions, the conversation...
They explore the resurgence of uranium in nuclear power, the emerging role of green hydrogen, and the continued importance of traditional oil and gas. Grayson shares insights on how these energy trends influence strategic investment decisions while emphasizing...
With the Bank of Canada making rate cuts and the US Federal Reserve holding steady, what does this mean for bond markets, corporate spreads, and preferred shares? Hear Nicholas unpack the implications for investors, from the impact on yield curves to strategic moves...
Inflation and interest rates show improvement in Canada and the U.S., but Canada's GDP growth lags behind the U.S. Concerns about a potential recession remain due to indicators like the inverted yield curve and low manufacturing numbers. While interest rates may...
