June 29, 2022
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 markets remain weak and highly volatile. And the reasons for this are very well known. Inflation is a problem, central banks are hiking interest rates, and the war in Ukraine is ongoing."
Download the full commentary here.
Author
Phil D'lorio, 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.