Webinar replay: Global Megatrends

TIMESTAMPS

1:45 Alex talks about ncminvestments.com, including some of Phil’s recent research publications
3:30 Alex asks Phil for his global macroeconomic outlook
6:44 Alex comments on inflation and the potential for further interest rate cuts
7:29 Alex asks Phil to explain his quality-driven investment philosophy
9:46 Phil describes his consistent investment process
11:40 Phil talks about the decision to sell and then later repurchase shares of Facebook
14:45 Phil breaks down his global stock selection process
16:13 Alex and Phil discuss investing in well-managed companies rather than in passing fads
18:54 Phil talks about the Environmental Technologies megatrend
20:19 Phil highlights Schneider Electric and Eaton Corp
22:05 Phil highlights Air L’iquide and Linde
24:20 Phil talks about the Aging Demographics megatrend
25:28 Phil highlights ThermoFisher and Nono Nordisk
29:15 Phil talks about the Rising Wealth megatrend
30:05 Phil highlights LVMH (AKA Louis Vuitton)
31:50 Phil talks about the AI and Cloud Computing megatrend
34:23 Phil highlights Microsoft
35:56 Phil shares how his process often results in exposure to megatrends
37:40 Alex comments on the accelerating pace of technology adoption and what it could mean for AI
40:09 Phil comments on Nvidia, Applied Materials, and ASML
42:21 Alex and Phil discuss separating winners from losers during times of change like we are seeing today
45:24 Alex and Phil discuss Chinese GDP growth, stock market performance, and corporate governance
47:58 Phil discusses how he has been trading LVMH
49:49 Phil comments on AI and tech stock valuations
51:46 Phil describes the difference between the NCM Core International and NCM Core Global funds
52:58 Alex and Phil discuss how to manage geopolitical risk
54:33 Alex talks about how to time an investment in Phil’s funds

Disclaimer:

Phil D’Iorio is a Portfolio Manager, with Cumberland Investment Counsel Inc.(CIC). CIC is the sub-advisor to its affiliate, NCM Asset Management Ltd. The information in this video is current as of June 11, 2024 but is subject to change. The contents of this video (including facts, opinions, descriptions of or references to, products or securities) are for informational purposes only and are not intended to provide financial, legal, accounting or tax advice and should not be relied upon in that regard. The communication may contain forward-looking statements which are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.