July 14, 2023
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.
"In terms of our outlook, we continue to have a glass half full view. The global economy continues to grow at a modest pace, inflation has been moderating in both the U.S. and Europe, and consumer confidence has recently improved in the US."
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.