Perspectives

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

Investors should exercise caution when making portfolio decisions based on macroeconomic expectations, which may or may not prove accurate

Buying & holding through the noise–putting short-term price declines into long-term context

Watch as Polen Focus Growth Portfolio Manager Dan Davidowitz joins a candid conversation on markets & growth

Watch as our panel gets real about interest rates & inflation, sharing perspective on how to navigate periods of heightened equity volatility

Watch Dan Davidowitz, Portfolio Manager & Analyst at Polen Capital, in conversation with Julie Sweet, Chair & CEO of Accenture