January 22, 2024
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews 2023 economic and market events and where he's currently looking for opportunity in 2024.
"Given recent economic data, we believe that the probability of a soft landing in 2024 has increased, so we are cautiously optimistic as 2024 gets underway."
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.