April 13, 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.
"Inflation measures have been falling and the red hot job market is finally showing signs of cooling. When combining these developments with what’s happened in the banking sector, we believe that central banks are nearing the end of their interest rate hiking cycle."
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.