Perspectives

Leveraged Credit Mid-Year Review & Outlook 2022

Investing in the Age of Transformation

The Polen High Yield Heat Map: Degrees of Expected Return

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

Q&A: The Global Opportunity with Smaller, Burgeoning Companies

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

Polen Perspectives Webinar: Widening the Lens on Markets & Growth

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