October 20, 2023
Third Quarter Review: NCM Core Global and NCM Core International
Phil D'Iorio, MBA, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
"We remain cautiously optimistic in our outlook as the final quarter of 2023 gets underway. The global economy continues to grow at a modest pace and inflation has been moderating..."
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.