October 11, 2024
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews Q3 2024 and shares his thoughts on the market.
"While the overall strength in global equity markets can be attributed to many factors, the increasing likelihood of an economic soft landing is one of the key driving forces."
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.