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Expert Insights

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February 13, 2024

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NCM Investments proudly celebrates 25 years

A great big thank you to the financial advisors and investors across Canada who have trusted us to help them reach their goals over the past quarter century

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February 12, 2024

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Commentary: NCM Core Global and NCM Core International

On February 12, 2024, Portfolio Manager Phil D’Iorio, MBA, CFA, reviewed 2023 global market performance, shared his outlook for 2024, and highlighted a number of compelling holdings in the funds.

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February 12, 2024

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Commentary: NCM Pension Portfolios

On February 12, 2024, Portfolio Manager John Poulter, CFA shared his latest views on equity and fixed income markets and how he is currently positioning the NCM Pension Portfolios.

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February 05, 2024

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Commentary: NCM Core Canadian

On February 5, 2024, Portfolio Manager Keith Leslie, CFA provided an update on the “catch-up trade” in low volatility stocks that has been carrying the fund to strong performance as of late.

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January 22, 2024

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Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'Iorio, MBA, CFA reviews 2023 economic and market events and where he's currently looking for opportunity in 2024.

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January 18, 2024

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Why NCM Income Growth Class now?

With an 18-year track record, this fund is built for today's challenges. Watch to learn more.

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January 16, 2024

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How can NCM Dividend Champions help?

As the fund turns 3 years old, our experts discuss how it can help investors prosper in today's market.

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January 10, 2024

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Why invest in volatile times?

Watch our experts answer some of the toughest questions facing investors today.

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January 09, 2024

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What about all the negative headlines?

Watch our experts answer some of the toughest questions facing investors today.

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January 08, 2024

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Commentary: NCM Global Income Growth Class

On January 8, 2024, Portfolio Manager Jason Isaac, CAIA, CFA, shared a market update and some insight into his aggressive asset mix positioning heading into 2024.

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January 08, 2024

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Commentary: NCM Dividend Champions

On January 8, 2024, Portfolio Manager Michael Simpson, CFA recapped some market highlights for 2023 and shared his somewhat divergent outlooks for Canada and the US heading into 2024.

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January 04, 2024

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What if there's a recession?

Watch our experts answer some of the toughest questions facing investors today.

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January 02, 2024

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How can I beat inflation?

Watch our experts answer some of the toughest questions facing investors today.

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December 21, 2023

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What if interest rates keep going up?

Watch our experts answer some of the toughest questions facing investors today.

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December 19, 2023

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Why don't I just stay in cash?

Watch our experts answer some of the toughest questions facing investors today.

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December 14, 2023

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Our experts answer some of the toughest questions facing investors

When investors are feeling unsure, these are the reasons to be invested.

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December 11, 2023

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Commentary: NCM Core Canadian

On December 11, 2023, Portfolio Manager Keith Leslie, CFA recapped the 2023 performance of his portfolio, shared why he is optimistic about a “catch-up trade” in 2024, and highlighted a recent addition to the portfolio.

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November 27, 2023

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Commentary: NCM Income Growth Class

On November 27, 2023, Portfolio Manager Alex Sasso, CFA, provided some perspective on the current strength of consumer spending and shared an update on how he has been deploying cash in the fund.

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November 27, 2023

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Commentary: NCM Small Companies Class

On November 27, 2023, Portfolio Manager Alex Sasso, CFA shared his outlook for 2024 and provided an update on one of the newest holdings in NCM Small Companies Class.

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November 20, 2023

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Commentary: NCM Dividend Champions

On November 20, 2023, portfolio manager Michael Simpson, CFA recapped some year-to-date market data and responded to some of investors’ top questions of the day.

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November 13, 2023

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NCM Income Solutions are extraordinary together

With three of the best dividend-focused fund managers in your portfolio, it's always a good time to be invested. This investor case study shows you why.

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November 06, 2023

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Commentary: NCM Core Global and NCM Core International

On November 6, 2023, portfolio manager Phil D’Iorio, CFA updated investors on why the US has not seen a recession, as well as his 2024 outlook for equity markets in the US, China, Europe and Japan.

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October 30, 2023

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Commentary: NCM Pension Portfolios

On October 30, 2023, Portfolio Manager John Poulter, CFA shared his latest views on equity and fixed income markets and how he is currently positioning the NCM Pension Portfolios.

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October 20, 2023

Blog

Third Quarter Review: NCM Core Global and NCM Core International

Phil D'Iorio, MBA, CFA, reviews recent economic and market events and where he's currently looking for opportunity.

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October 10, 2023

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Commentary: NCM Income Growth Class

On October 10, 2023, Portfolio Manager Alex Sasso, CFA provided details on a new holding in the fund an update on portfolio’s superior profitability, growth and valuation stats compared to the TSX.

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October 10, 2023

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Commentary: NCM Small Companies Class

On October 10, 2023, Portfolio Manager Alex Sasso, CFA provided a brief update on resilient US earnings and the fund’s impressive metrics versus its benchmark.

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October 04, 2023

Webinar replay

NCM Income Experts Webinar Replay

Watch Alex Sasso, CFA, Jason Isaac, CFA and Michael Simpson, CFA share their latest insights on investing for growth and income in this interview with Wan Kim. Originally broadcasted on October 4, 2023.

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September 25, 2023

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Commentary: NCM Dividend Champions

On September 25, 2023, portfolio manager Michael Simpson, CFA discussed how and why Dividend Champion equities are well-positioned for the current economic environment.

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September 18, 2023

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Commentary: NCM Core Global and NCM Core International

On September 18th, 2023, portfolio manager Phil D’Iorio, CFA, reviewed global market performance, current reasons for optimism, and his strategy for the two funds.

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September 14, 2023

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Commentary: NCM Pension Portfolios

On September 14, 2023, Portfolio Manager John Poulter, CFA reviewed why the Pension Portfolios are different from many balanced funds, and why he believes they are positioned for strong performance.

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September 12, 2023

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Webinar: Income Solutions Your Clients Will Love

Join us on Wednesday, October 4th at 1pm ET

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September 12, 2023

Blog

Is AI Hype Creating a Bubble in Tech Stocks?

Phil D'Iorio, MBA, CFA, portfolio manager of NCM Core Global and NCM Core International, on how he sees the impact of AI on market valuations.

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August 22, 2023

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Commentary: NCM Income Growth Class

On August 22, 2023, Portfolio Manager Alex Sasso, CFA provided an update on the fund’s key metrics versus its benchmark and highlighted its top 10 holdings.

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August 22, 2023

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Commentary: NCM Small Companies Class

On August 22, 2023, Portfolio Manager Alex Sasso, CFA provided an update on NCM Small Companies Class.

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August 16, 2023

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Commentary: NCM Dividend Champions

On August 16, 2023, portfolio manager Michael Simpson, CFA provided his latest market outlook and highlighted some recent portfolio activity on the heels of Q2 earnings season.

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August 14, 2023

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Commentary: NCM Global Income Growth Class

On August 14, 2023, Portfolio Manager Jason Isaac, CFA, updated investors on changes to the fund’s top 10 holdings and some of the economic and market indicators that he is currently watching.

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August 08, 2023

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Commentary: NCM Core Global and NCM Core International

On August 8, 2023, Portfolio Manager Phil D’Iorio, CFA shared his thoughts on the markets and provided an update on one of the funds’ current holdings, Novo Nordisk.

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July 27, 2023

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Webinar: Supercharge your advisory practice with the Growth Coach

Join us on Tuesday, August 22nd at 1pm ET

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July 21, 2023

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Practice Management: Who Are You?

Wan Kim, our Senior VP of National Sales and Marketing, on standing out in the marketplace by knowing who you are.

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July 14, 2023

Blog

Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'lorio, CFA reviews recent economic and market events and where he's currently looking for opportunity.

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June 29, 2023

Video

Welcome to Dividend Season

Investors may have questions about volatility, inflation and recession. We have answers.

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June 19, 2023

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Commentary: NCM Global Income Growth Class

On June 19, 2023, Portfolio Manager Jason Isaac, CFA, provided insight into what it’s like to be a bull in a bull market, and still feel like a contrarian. Plus updates on changes to his top 10 holdings.

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June 19, 2023

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Commentary: NCM Dividend Champions

On June 19, 2023, Portfolio Manager Michael Simpson, CFA, highlighted some recent market winners and losers and how he’s positioning his portfolio for continued success.

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June 14, 2023

Video

Commentary: NCM Core Global and NCM Core International

On June 14, 2023, Portfolio Manager Phil D’Iorio, CFA outlined his current observations on market breadth, valuations and market positioning.

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June 13, 2023

Webinar replay

Michael Simpson, CFA webinar – NCM Dividend Champions

Vice President, Regional Sales, Marco Mannella, sat down with Michael to find out how he consistently finds Dividend Champions that drive exceptional long-term performance.

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June 05, 2023

Video

Commentary: NCM Pension Portfolios

On June 5, 2023, Portfolio Manager John Poulter, CFA provided insight into his current asset allocation and approach to equity and fixed income exposures.

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June 01, 2023

Blog

Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.

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May 29, 2023

Blog

Commentary: NCM Core Canadian

On May 29, 2023, Portfolio Manager Keith Leslie, CFA reviewed the results of the first quarter earnings season across various segments of the Canadian market.

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May 17, 2023

Webinar replay

Watch now: Alex Sasso webinar replay – NCM Income Growth Class

Vice President, Regional Sales, Daniel MacFarlane, sat down with Alex to discuss his market outlook, a key theme that could trigger explosive growth, why he focuses on dividends and how he has managed to outperform since 2006.

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May 15, 2023

Video

Commentary: NCM Small Companies Class

On May 15, 2023, Portfolio Manager Alex Sasso compared the fund’s latest portfolio metrics with its benchmark and reviewed some of its top holdings.

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May 15, 2023

Video

Commentary: NCM Income Growth Class

On May 15, 2023, Portfolio Manager Alex Sasso provided an update on the fund’s key metrics versus its benchmark and highlighted recent changes to the portfolio.

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May 09, 2023

Download

New! NCM Small Companies Class booklet

Great small companies are everywhere. Some are household names, but many fly below the radar. See how these “mini-blue chips” can drive out-sized returns.

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May 08, 2023

Video

Commentary: NCM Global Income Growth Class

On May 8, 2023, Portfolio Manager Jason Isaac provided an update on the market, his current outlook, and recent changes to NCM Global Income Growth Class.

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May 01, 2023

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Practice Management: The Two-Topic Seminar

Wan Kim, our Senior VP of National Sales and Marketing, on how to team up with other experts to meet new clients.

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May 01, 2023

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Commentary: NCM Dividend Champions

On May 1, 2023, Portfolio Manager Michael Simpson provided his perspective on the economy and the latest portfolio updates for NCM Dividend Champions.

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April 25, 2023

Blog

Why Stay The Course?

Portfolio Manager Keith Leslie on the temptations and pitfalls of trying to time the market, and why it’s best to stay the course.

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April 24, 2023

Video

Commentary: NCM Core Global and NCM Core International

On April 24, 2023, Portfolio Manager Phil D’Iorio briefly recapped a challenging 2022 and laid out his cautiously optimistic case for 2023.

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April 19, 2023

Webinar replay

Watch now: Jason Isaac webinar replay – NCM Global Income Growth Class

VP Regional Sales, Mike Miller, sat down with Jason to discuss why he’s bullish on equities, the opportunities he sees in Europe, a fresh take on tech stocks, the hot commodity to watch and more.

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April 18, 2023

Video

Practice Management: The Reference Letter

Wan Kim, our Senior VP of National Sales and Marketing, on how a reference letter can showcase your skill - and who to ask for one.

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April 18, 2023

Download

Positive returns over every 3-year period

NCM Global Income Growth Class has not lost money over any 3-year period since the fund's inception in May 2011, even during some of the biggest market disruptions.

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April 17, 2023

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Commentary: NCM Pension Portfolios

On April 17, 2023, Portfolio Manager John Poulter shared his latest perspective on the market and how he’s managing NCM Pension Portfolios.

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April 13, 2023

Blog

Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.

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April 10, 2023

Video

Commentary: NCM Core Canadian

On April 10, 2023, Portfolio Manager Keith Leslie provided unique insight into the Q1 earnings season and his approach to managing NCM Core Canadian.

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April 05, 2023

Blog

NCM is a Mutual Fund Provider Of The Year finalist

For the second year in a row, NCM Investments has been named as a finalist for Mutual Fund Provider of The Year by the Wealth Professional Awards.

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March 27, 2023

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Commentary: NCM Small Companies Class

On March 27, 2023, Portfolio Manager Alex Sasso provided an update on NCM Small Companies Class including some impressive metrics and an update on two recent changes to the portfolio.

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March 27, 2023

Video

Commentary: NCM Income Growth Class

On March 27, 2023, Portfolio Manager Alex Sasso provided an update on NCM Income Growth Class including what makes the fund so different from mainstream competitors and details on two recent changes to the portfolio.

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March 25, 2023

Blog

Joseph Varone named Top 50 Wholesaler

We are pleased to announce that Joseph Varone, Vice President, Regional Sales for Alberta, Saskatchewan and Manitoba has been named a Top 50 Wealth Management Wholesaler in Canada by Wealth Professional.

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March 22, 2023

Webinar replay

Watch now: Michael Simpson webinar replay – NCM Dividend Champions

On March 22, 2023, VP Regional Sales, Grahame Roberts, sat down with Portfolio Manager Michael Simpson to chat about bank failures, the market, and how he is positioning the NCM Dividend Champions fund.

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March 20, 2023

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Commentary: NCM Global Income Growth Class

On March 20, 2023, Portfolio Manager Jason Isaac provided his view on recent bank failures, how they are impacting various sectors, and recent changes to his asset allocation and top 10 holdings.

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March 10, 2023

Blog

Commentary: NCM Pension Portfolios

Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.

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March 08, 2023

Video

Commentary: NCM Pension Portfolios

On March 8, 2023, Portfolio Manager John Poulter provided insight into why he is now more positive about US equities than he has been in several years.

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March 08, 2023

Video

Commentary: NCM Core Global and NCM Core International

On March 8, 2023, Portfolio Manager Phil D’Iorio provided an update on where he thinks we are in the market cycle and some changes to the top 10 holdings of NCM Core Global and Core International.

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March 06, 2023

Blog

Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.

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March 06, 2023

Video

Commentary: NCM Dividend Champions

On March 6, 2023, Portfolio Manager Michael Simpson shared an update on the NCM Dividend Champions portfolio including a new inflation-fighting position.

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February 13, 2023

Video

Practice Management: Apply For The Job

Wan Kim, our Senior VP of National Sales and Marketing, on how to apply to become a client’s new investment advisor.

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February 01, 2023

Blog

Meet the Dividend Season Portfolio Managers

Download bios for Michael Simpson (NCM Dividend Champions), Alex Sasso (NCM Income Growth Class) and Jason Isaac (NCM Global Income Growth Class)

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January 13, 2023

Blog

It's Dividend Season! Grab these new booklets

Insights for advisors and investors on how to reduce volatility, fight inflation and resist recessions with dividends.

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January 05, 2023

Video

Practice Management: The Elevator Pitch

Wan Kim, our Senior VP of National Sales and Marketing, shares the best investment advisor elevator pitch he’s ever heard.

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November 01, 2022

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October 07, 2022

Blog

New! NCM Dividend Champions booklet

When investors are concerned about volatility, one of the best solutions is to own dividend-paying companies of the highest quality. See how NCM Dividend Champions is delivering the goods.

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September 16, 2022

Video

Introducing the new NCM

NCM investments has always been about creatively supporting financial advisors and their clients. Now we have even more ways to help.

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August 24, 2022

Blog

Z Series: The first and only Flat-Fee funds in Canada

Here's how to access our exceptional active management with some of the lowest fund management fees anywhere.

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August 16, 2022

Blog

Know Your Product (KYP) made easy

Recommend NCM with total confidence. Our KYP tool makes it easy to compare performance, fees and risk, and save a date-stamped due diligence record in case you need it later.

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July 25, 2022

Blog

Dividend Champions: Returns up, risk down

Dividend-paying companies have historically produced higher returns with less risk, and there's nobody better at picking Dividend Champions than our own Michael Simpson.

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May 23, 2022

Blog

NCM named Mutual Fund Provider of The Year Finalist

We have once again been selected as a Wealth Professional Awards finalist. Here are some of the reasons why.

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