NCM Investments Logo
FR

Expert Insights

background

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

May 01, 2023

Video

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.

Read more

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.

Read more

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.

Read more

April 20, 2023

Register now

Webinar: Register now for a deep dive on dividends

Defend your clients against volatility, inflation and recession.

Read more

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.

Read more

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.

Read more

April 18, 2023

Download

Positive returns over every 3-year period

NCM Global Income Growth Class has never lost money over any 3-year period since 2011, even during some of the biggest market disruptions.

Read more

April 17, 2023

Video

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.

Read more

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.

Read more

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.

Read more

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.

Read more

March 27, 2023

Video

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.

Read more

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.

Read more

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.

Read more

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.

Read more

March 20, 2023

Video

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

February 21, 2023

Video

Commentary: NCM Core Canadian

On February 21, 2023, Portfolio Manager Keith Leslie shared some interesting insights into late 2022 and early 2023 market performance, plus a few changes to NCM Core Canadian.

Read more

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.

Read more

February 06, 2023

Video

Commentary: NCM Income Growth Class

On February 6, 2023, Portfolio Manager Alex Sasso provided an update on NCM Income Growth Class including details on two highly compelling positions in the portfolio.

Read more

February 06, 2023

Video

Commentary: NCM Small Companies Class

On February 6, 2023, Portfolio Manager Alex Sasso provided an update on NCM Small Companies Class including some key holdings and impressive portfolio valuation metrics.

Read more

February 01, 2023

Webinar replay

Webinar Replay: Your Guide to Dividend Season

Position your clients to overcome volatility, inflation and recession with dividend solutions from NCM.

Read more

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)

Read more

January 31, 2023

Video

Commentary: NCM Global Income Growth Class

On January 31, 2023, Portfolio Manager Jason Isaac outlined his current portfolio positioning and where he’s looking for opportunities.

Read more

January 27, 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.

Read more

January 27, 2023

Video

Welcome to Dividend Season

Many investors are worried about volatility, inflation and the potential for a recession. Watch this short video for our perspective on what to do next.

Read more

January 27, 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.

Read more

January 25, 2023

Video

Commentary: NCM Core Global and NCM Core International

On January 25, 2023, Portfolio Manager Phil D’Iorio briefly recapped a challenging 2022 and laid out his cautiously optimistic case for 2023.

Read more

January 23, 2023

Video

Commentary: NCM Dividend Champions

On January 23, 2023, Portfolio Manager Michael Simpson explained how he is positioned both offensively and defensively for the 2023 market environment

Read more

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.

Read more

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.

Read more

January 03, 2023

Video

Commentary: NCM Core Canadian

On January 3, 2023, Portfolio Manager Keith Leslie shared a brief recap of 2022 and how he is positioning NCM Core Canadian for 2023.

Read more

December 15, 2022

Video

Commentary: NCM Global Income Growth Class

On December 15, 2022, Portfolio Manager Jason Isaac reflected on the end of 2022 and provided his outlook for the first months of 2023.

Read more

December 15, 2022

Video

Commentary: NCM Small Companies Class

On December 15, 2022, Portfolio Manager Alex Sasso provided an overview of the wealth creation opportunities in the small cap space and the unique positioning of the NCM Small Companies Class portfolio.

Read more

December 08, 2022

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.

Read more

December 06, 2022

Blog

Commentary: NCM Pension Portfolios

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

Read more

December 06, 2022

Video

Commentary: NCM Core Global & NCM Core International

On December 6, 2022, Portfolio Manager Phil D’Iorio shared his perspectives on inflation and the Federal Reserve, and why he’s optimistic heading into 2023.

Read more

December 05, 2022

Video

Commentary: NCM Dividend Champions

On December 5, 2022, Portfolio Manager, Michael Simpson shared a review of the year that is ending and his outlook for 2023, managing NCM Dividend Champions.

Read more

November 21, 2022

Video

Commentary: NCM Pension Portfolios

On November 21, 2022, Portfolio Manager John Poulter shared his latest perspective on the market and how he’s managing NCM Conservative Income Portfolio, NCM Balanced Income Portfolio and NCM Growth & Income Portfolio.

Read more

November 14, 2022

Video

Commentary: NCM Core Canadian

On November 14, 2022, Portfolio Manager Keith Leslie shared an update on what he’s seeing in the market and how he’s managing NCM Core Canadian.

Read more

November 09, 2022

Webinar replay

NCM Income Solutions Dream Team webinar replay

On November 9, 2022, our Income Solutions portfolio managers shared their dividend investing outlook for the balance of 2022 and beyond.

Read more

November 02, 2022

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.

Read more

November 01, 2022

Subscribe now

Subscribe to Expert Insights

You'll receive smart commentaries, interesting ideas and useful tools every couple of weeks.

Read more

October 31, 2022

Video

Commentary: NCM Income Growth Class

On October 31, 2022, Portfolio Manager and CEO, Alex Sasso, shared key information about how he manages the funds and what he's seeing in the market today.

Read more

October 25, 2022

Video

Commentary: NCM Core Global and NCM Core International

On October 25, 2022, Portfolio Manager Phil D’Iorio shared key information about how he manages the funds and what he's seeing in the market today.

Read more

October 24, 2022

Video

Commentary: NCM Global Income Growth Class

On October 24, 2022, Portfolio Manager Jason Isaac shared key information about how he manages the funds and what he's seeing in the market today.

Read more

October 17, 2022

Video

Commentary: NCM Dividend Champions

On October 17, 2022, Portfolio Manager Michael Simpson shared where he thinks we are in the market and economic cycle and how he’s managing NCM Dividend Champions

Read more

October 14, 2022

Blog

Commentary: NCM Small Companies Class

Portfolio Manager and CEO Alex Sasso reviews recent economic and market events and where he's currently looking for opportunity.

Read more

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.

Read more

October 07, 2022

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.

Read more

October 06, 2022

Blog

Commentary: NCM Pension Portfolios

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

Read more

October 05, 2022

Webinar replay

NCM Dividend Champions webinar replay from Oct 5, 2022

Timely insights from Michael Simpson, one of Canada’s most accomplished dividend investors.

Read more

October 03, 2022

Video

Commentary: NCM Pension Portfolios

On October 3, 2022, Portfolio Manager John Poulter shared key information about how he manages the fund and what he's seeing in the market today

Read more

September 26, 2022

Video

Commentary: NCM Core Canadian

On September 26, 2022, Portfolio Manager Keith Leslie shared key information about how he manages the fund and what he's seeing in the market today

Read more

September 20, 2022

Blog

Canadian Dividends Stand Tall

Michael Simpson, portfolio manager of NCM Dividend Champions, reports on recent market activity and two new portfolio positions.

Read more

September 16, 2022

Video

Welcome to the new NCM

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

Read more

September 06, 2022

Video

Commentary: NCM Global Income Growth Class

On September 6, 2022, Portfolio Manager Jason Isaac shared key information about how he manages the fund and what he's seeing in the market today

Read more

September 06, 2022

Video

Commentary: NCM Dividend Champions

On September 6, 2022, Portfolio Manager Michael Simpson shared key information about what he's seeing in the market today

Read more

August 31, 2022

Blog

Commentary: NCM Small Companies Class

Portfolio Manager and CEO Alex Sasso reviews recent economic and market events and where he's currently looking for opportunity.

Read more

August 25, 2022

Blog

Commentary: NCM Pension Portfolios

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

Read more

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.

Read more

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.

Read more

August 10, 2022

Video

Commentary: NCM Income Growth Class

On August 10, 2022, Portfolio Manager Alex Sasso shared key information about how he manages the fund and what he's seeing in the market today

Read more

July 29, 2022

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.

Read more

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.

Read more

June 29, 2022

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.

Read more

June 14, 2022

Blog

Commentary: NCM Pension Portfolios

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

Read more

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.

Read more