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: