In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, sits down with Brian Durno, CFP®, CFA®, Chief Investment Officer and Portfolio Manager at TriCert Investment Counsel, to walk through the most relevant developments of Q1, from sector valuation spreads to earnings growth and fixed income normalization.
Markets offered mixed signals in Q1 from flattening curves, steady earnings, and persistent volatility. Brian and Mike break down what the data shows and where the team finds opportunities in corporate bonds and equities.
Brian and Mike revisit recent volatility and reinforce how TriCert’s QSect investment approach, rooted in quality and strong fundamentals, helps clients navigate uncertainty without trying to predict short-term outcomes. It is a reminder that thoughtful positioning, not market timing, drives long-term outcomes.
Chapters (forward to content)
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- Opener (00:00)
- Investment Overview and Yield Curves (00:12)
- Equity Valuations and Sector Analysis (08:46)
- Profits, Volatility, and Investment Strategy (14:55)
Recorded on May 9, 2025
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.
