October 01, 2025
Commentary: NCM Global Income Growth Class Q&A with Jason Isaac, CAIA, CFA
We sat down with Portfolio Manager, Jason Isaac, CAIA, CFA, to discuss how he’s navigating mixed market signals, positioning defensively while staying fully invested, and identifying global opportunities.
"Even in this environment, we’re finding places to put money to work."
Author
Jason Isaac, CAIA, CFA
Portfolio Manager, Global Equity - Cumberland Investment Counsel Inc. An affiliate of NCM Asset Management