U.S. Equities: Seeking Growth in the Current Market | Lord Abbett
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Equity Perspectives

Lord Abbett Portfolio Manager Tom O’Halloran reviews current conditions—and potential opportunities—in the U.S. equity market.


Air Date: February 24, 2021

Hi, I'm Tom O'Halloran. I'm a partner of Lord Abbott and a portfolio manager for the innovation growth funds.

Title: Equities: The Current Environment

The market is has performed well since March of 2020, the end of March of 2020. We're in a bull market. There are many things to worry about. In the near term, we're looking at the pace of the vaccinations. We're looking at whether the government programs to provide stimulus to the economy are going to come through. And we're looking at interest rates which have been climbing up more than I had expected they would be. So there's the usual cast of characters of worries and risks presented in the equity markets. And those are the things right now that we're focused on, where we're pretty much through the earnings season. And then it'll pick up again in April, but generally the earnings have been better than expected, quite a bit better than expected.

Title: Equities: The Landscape for Innovation Growth

And in my world of innovation growth opportunities continue to be abundant. It all starts with technology, the semiconductors, the software companies that enable the exponential processing power to continue. And then to where the money is, the consumer, and whether new companies or products or businesses are addressing the hierarchy of human needs and making things better there. And then in healthcare in biotech and devices and diagnostics, there are many opportunities. And then finally, where the consumer and the technology intersect and things like social networks.


And then in payments … payments are being made more digital. They're being made divisible. The way that the money is moved around is, is moving toward more of a digital world. So abundant growth opportunities in innovation growth.

But we have our eye on interest rates because if interest rates go up more than expected, it could limit the value of some of these longer duration equity names, but as we speak, the technical profile of the market is fine. The government is behind the market in terms of fiscal policy, in terms of rates that they're controlling. So we have the support of the government and we have improving breadth in the market. People were worried a few years ago about just five stocks carrying the whole market. Now we have hundreds of stocks driving the market. So the market's healthy at the moment. But as always, there are many things to be looking out for in case that might change.

Thank you for listening. And thank you for your continued interest in Lord Abbett.



Unless otherwise noted, all discussions are based on U.S. markets and U.S. monetary and fiscal policies.

Asset allocation or diversification does not guarantee a profit or protect against loss in declining markets.

No investing strategy can overcome all market volatility or guarantee future results.

Market forecasts and projections are based on current market conditions and are subject to change without notice. Projections should not be considered a guarantee.

The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies, including market, liquidity, currency, and political risks. Mid and small cap company stocks tend to be more volatile and may be less liquid than large cap company stocks. Mid and small cap companies also may have more limited product lines, markets, or financial resources and typically experience a higher risk of failure than large companies. However, larger companies may have slower rates of growth than smaller successful companies. Investments in growth companies can be more sensitive to the company’s earnings and more volatile than the stock market in general. Investments in value companies can continue to be undervalued for long periods of time and be more volatile than the stock market in general. No investing strategy can overcome all market volatility or guarantee future results.

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