Jackie Cavanaugh, a portfolio manager and analyst at Putnam Investments, urges investors not to succumb to fear of economic downturns. In a recent discussion on ‘Squawk Box’, she addressed market trends and the influence of policy uncertainty regarding tariffs on the economy. Cavanaugh asserts that recognizing underlying strengths in the economy is vital rather than talking ourselves into a recession. This perspective encourages a balanced approach, focusing on opportunities that may arise even in turbulent times. It is essential for investors to build resilience against noise in the market by staying informed and grounded.