Polen Perspectives Webinar: Seeking Growth Across the Globe
Watch as our panelists explore which powerful trends & themes could present investors with a new wave of secular growth opportunities
Podcast: Orion’s The Weighing Machine with Rayna Lesser Hannaway
High conviction in quality small- and mid-cap businesses, “high hopes” for a path to recovery
Part II: Can Economic Forecasts Help Predict the Market?
We believe that long-term market returns reflect corporate cash flow & earnings growth rather than changes in the broader economy
Part I: Can Economic Forecasts Help Predict the Market?
Investors should exercise caution when making portfolio decisions based on macroeconomic expectations, which may or may not prove accurate
The Path to Compounding Is Not Without Obstacles
Buying & holding through the noise–putting short-term price declines into long-term context