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February 25, 2022

Commentary: NCM Core Global

Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.

"After a very strong year in 2021, global stock markets have started this year on a very weak note. Both the MSCI World Index and the S&P 500 have declined by more than 10% from their highs. While this is disappointing for investors, stock market corrections have been a normal occurrence throughout history."

Download the full commentary here.

Author

Profile

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.