The equity market has been supported by the performance of a handful of large technology companies. We believe that situation is likely changing, and more companies are expected to grow earnings and increase profitability. As the potential opportunity set among stocks broadens, we believe quality companies that can generate robust free cash flow and dividend growth may help to position portfolios for the environment ahead.
In this webinar, Lord Abbett investment leaders discuss the key themes and fundamental trends for value investing of tomorrow, including:
- Key quality metrics and the importance of profitability and earnings
- Combining quality and valuation measures as the market broadens
- Secular themes and opportunities across quality companies