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June 11, 2024

Webinar replay

Webinar replay: Global Megatrends

Host Alex Sasso, CFA interviews NCM Core Global and NCM Core International portfolio manager Phil D’Iorio, MBA, CFA about the global megatrends that he sees creating world-changing opportunities for investors.

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June 07, 2024

Video

Commentary: NCM Global Income Growth Class

On June 7, 2024, Portfolio Manager Jason Isaac, CAIA, CFA provided an update on recent market events and how he is currently positioning the NCM Global Income Growth Class portfolio.

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June 03, 2024

Blog

Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'Iorio, MBA, CFA reviews the current interest rate environment and provides a look back on historical data.

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May 27, 2024

Video

Commentary: NCM Dividend Champions

On May 27, 2024, Portfolio Manager Michael Simpson, CFA provided an update on the markets, world events, his macro outlook and some of the Dividend Champions currently in his portfolio.

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May 01, 2024

Webinar replay

Webinar Replay: Buy in May and go away!

Host Alex Sasso, CFA interviews NCM Global Income Growth portfolio manager, Jason Isaac, CAIA, CFA, about myths of market seasonality and how he plans to pursue continued strong performance in the coming summer months.

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April 15, 2024

Video

Commentary: NCM Dividend Champions

On April 15, 2024, Portfolio Manager Michael Simpson, CFA provided an update on the economy and highlighted some portfolio holdings that illustrate his successful Dividend Champions style.

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April 15, 2024

Video

Commentary: NCM Global Income Growth Class

On April 15, 2024, Portfolio Manager Jason Isaac, CAIA, CFA, shared a market update and some of his recent changes to the NCM Global Income Growth Class portfolio.

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April 02, 2024

Blog

Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'Iorio, MBA, CFA reviews Q1 results and provides a look into corporate earnings and other economic data.

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April 01, 2024

Blog

2024 Mutual Fund Provider of The Year Finalist

NCM Investments has been selected as a finalist for 2024 Mutual Fund Provider of The Year by the Wealth Professional Awards.

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March 25, 2024

Video

Commentary: NCM Pension Portfolios

On March 25, 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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March 04, 2024

Video

Commentary: NCM Income Growth Class

On March 4, 2024, Portfolio Manager Alex Sasso, CFA shared the latest portfolio metrics for NCM Income Growth Class and highlighted one of the fund’s most promising new holdings.

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February 29, 2024

Blog

Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'Iorio, MBA, CFA provides insight into the narrow breadth and market concentration in the S&P 500.

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February 26, 2024

Video

Commentary: NCM Global Income Growth Class

On February 26, 2024, Portfolio Manager Jason Isaac, CAIA, CFA, shared a market update and some insight into the sectors that he is over- and under-weighting in the portfolio.

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February 20, 2024

Video

Commentary: NCM Dividend Champions

On February 20, 2024, Portfolio Manager Michael Simpson, CFA provided on update on the economy, his interest rate outlook, world events, and some portfolio holdings.

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February 13, 2024

Video

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 13, 2024

Webinar replay

NCM Outlook 2024 Webinar Replay

Wan Kim (AKA The Growth Coach) chats with portfolio managers Alex Sasso, CFA and Michael Simpson, CFA about what's in store for 2024 and how they are managing their portfolios.

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February 12, 2024

Video

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

Video

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

Video

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

Blog

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

Video

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

Video

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

Video

Why invest in volatile times?

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

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January 09, 2024

Video

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

Video

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

Video

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

Video

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

Video

How can I beat inflation?

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

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December 21, 2023

Video

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

Video

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

Video

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

Video

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

Video

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

Video

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

Video

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

Download

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

Video

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

Video

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

Video

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

Video

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

Video

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

Video

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

Video

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

Register now

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

Video

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

Video

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

Video

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

Video

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

Video

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

Register now

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

Video

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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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 01, 2023

Video

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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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 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 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 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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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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