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T. Rowe Price’s McQueen on Free Cash Flow
Manage episode 462362935 series 3618372
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In the latter half of 2024, the healthcare sector underperformed the rest of the European market due to uncertainty related to potential policies of the new Trump administration and mixed news on pharmaceutical companies. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for Bloomberg Intelligence, spoke with Colin McQueen, vice president of T. Rowe Price Group and a portfolio manager of the International Value Equity Fund (TRIGX) about the significance of free cash flow generation. They also discussed the need to look at downside valuations and downside risk, why restructuring provides opportunities and why the headwinds facing value companies could be abating.
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