October 19, 2026
Commentary: NCM Core Global
Portfolio Manager Phil D'Iorio, MBA, CFA reviews Q3 2026 market performance, highlighting improving global economic momentum, strong corporate earnings growth, evolving central bank policy, and the outlook for global equities through year-end.
"We are particularly encouraged by the broadening out of economic momentum beyond the U.S. and the robust corporate earnings picture that has unfolded across geographies and sectors."
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.