March 06, 2023
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.
"The debate for the last few months has been whether the economy is headed for a soft or a hard landing. Given the recent wave of positive economic data, some market pundits are now saying that there will be no landing at all."
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.