In this episode of InFocus, TriCert Investment Counsel Portfolio Managers Candis Fitch, CIM®, CIWM, and Grayson Waechter, CFA®, unpack the recent surge in oil prices and the geopolitical developments driving market headlines. They explain how disruptions to global supply, including halted shipping through a key oil transit route, are influencing both energy prices and investor sentiment.
The discussion focuses on what matters most for clients: how these events impact portfolio holdings, why diversified global energy companies can benefit in the short term, and the importance of maintaining a disciplined investment approach. While higher oil prices have supported resource sector performance, the team reinforces that long-term valuation and portfolio construction remain the priority, not reacting to short-term price movements.
Listeners will come away with a clearer understanding of how volatility can create both risks and opportunities, and how a steady, valuation-driven strategy helps navigate uncertain market conditions with confidence.
Recorded on March 18, 2026
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Grayson Waechter, CFA®
Grayson Joined TriCert Investment Counsel in 2015. As a Portfolio Manager, Grayson is responsible for researching and monitoring our investments in the Materials and Oil & Gas sector. Grayson has attained several licences and accreditations throughout his career from various governing financial services bodies and is a CFA® charterholder.
