DAC Webinar Recap: Market Outlook, Dividend Growth Investing, and the Future of AI
DAC recently held a webinar featuring our Chief Investment Officer, Marc Saurborn, where he shared DAC’s views on the markets, economy, dividend growth investing, and AI.
Key takeaways include:
- Dividend growth investing: dividend growers have historically delivered higher yield and faster dividend growth than the broad market, and have outperformed non-dividend payers and dividend-cutters over time.
- We see a constructive macro backdrop heading into 2026: strong recent S&P 500 earnings, solid GDP, and inflation expected to moderate toward 2% over time.
- Expecting Fed rate cuts over the next 12–24 months and see policy/tax changes as supportive for growth into 2026.
- Marc views AI as a durable theme (not a bubble).
- We are keeping portfolios diversified with turnover driven by strict dividend‑growth rules of 10 years of 10% dividend growth.
Watch the Full Webinar
You can access the full discussion here:
Dividend Assets Capital, LLC is an independent SEC-registered wealth management firm based in the Lowcountry, serving clients since 2003. Led by experienced portfolio managers and CFA charterholders, the DAC team specializes in dividend growth equity strategies, income generation, and personalized estate planning. They share research-backed insights to help high-net-worth individuals protect wealth, generate cash flow, and achieve financial independence.