September 04, 2024
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA shares his thoughts on recent market and economic events.
"In addition to positive economic data points and a broadening out of the stock market, there has also been a significant change in the tone from the U.S. Federal Reserve Chairman with regards to interest rates."
Download the full commentary here.
Author
Phil D'Iorio, MBA, CFA
I search around the globe for best-of-breed companies trading at attractive valuations. And I spend a significant amount of time thinking about portfolio construction to ensure that the portfolio is optimized to reflect where we are in the cycle.