In this episode of InFocus, Mike Gassewitz, CEO at TriCert Financial Group, sits down with TriCert Investment Counsel Portfolio Manager Grayson Waechter, CFA, to unpack what happened in the energy and materials sectors during Q1 2025.
They discuss significant developments, including the Canadian LNG export terminal, how Canadian energy companies are controlling costs amid lower oil prices, and why natural gas may be poised for more meaningful portfolio exposure.
The conversation also covers the fine print of recent U.S. tariff rulings, standout names such as Nutrien and Shell, and why gold, despite strong price moves, has underperformed over the longer term.
This episode highlights how TriCert's QSect approach supports investment decision-making in a rapidly evolving environment.
Recorded on May 23, 2025
DISCLAIMER: 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.
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