July 11, 2024
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews Q2 2024 in world markets and provides his outlook for the rest of the year.
"While the strength in global equity markets can be attributed to many factors, the increasing likelihood of an economic soft landing and the hype around artificial intelligence are the key driving forces."
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.