U.S. stocks have already jumped 10%. Where are the opportunities for 2024?


Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise.

Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.

Last week, I had the privilege of sitting down to discuss global equity expected returns with our investment partner Polen Capital’s Damon Ficklin. At the helm of the U.S. $60 billion Polen Capital in Boca Raton, Damon offered fascinating insights about the ‘Magnificent 7’, Amazon and other global stocks that have recently captured headlines.

Listen to our conversation and discover Damon’s favourite global stock in the video.

Learn more about the Polen Capital Global Growth Fund here. Alternatively, if you would like to invest, contact your adviser or call our team on 02 8046 5000.


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