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As many of our experts have highlighted recently, there is increasing disparity between companies that are winning and those that are losing in the current market environment. Some factors widening this disparity include: the increased need for digitization of different aspects of our work and personal life; Stay at home initiatives and directives reducing foot traffic to physical locations; and increased reliance on communication tools to stay in touch. In our latest podcast episode, we turn to Alger Analyst Brandt Blimkie for more insight:
Consumer companies that invested in tech, innovation, and digital infrastructure are gaining market share while others are floundering. In this podcast episode, George Ortega speaks to one area getting a lot of attention: online entertainment.
In our latest podcast episode, Alger Analyst Leeanne Su discusses the impact of the coronavirus disruption on the Consumer Discretionary sector and which industry players may prevail. Click here to tune in:
Headlines about the economy are often oversimplified. We believe that in reality, the economy isn't one entity moving in one direction at any given time, and we're seeing this divergence play out in real time. Can there really be winners in a catastrophic environment like the coronavirus pandemic? We're observing reallocation of jobs, sales, and profits to the innovative companies best suited to this environment. In this blog post, Brad Neuman, CFA, explains how this increasing dispersion may be key to generating alpha.
If you've found yourself tempted to sell equities amid recent market volatility, you may want to read this perspective from our CEO, Dan Chung:
Teresa McRoberts is well-versed in the healthcare sector, with more than 35 years of experience in health care investing. Because many of us are wondering what opportunities may emerge from this crisis, we turned to Teresa for her thoughts:
Short on time? Alger in a Flash delivers timely and valuable information from our portfolio managers and investment team. In this video, Josh Bennett, CFA, explains how evaluating balance sheets and growth prospects of our holdings is key to outperformance.
Alger is happy to announce the addition of William Huang to our Institutional Sales & Service team as Vice President. Welcome, William!
In a recent commentary, Alger's Brad Neuman, CFA, and Matt Weatherbie shared their perspective on what the future may hold for investors and how portfolios should be positioned. Some questions they tackle include: will we have inflation or deflation?; how will monetary and fiscal policy evolve?; and what proportion of portfolios should be allocated to various asset classes? Click here for their thoughts:
While most sectors have suffered during this crisis, industrials may very well be the hardest hit. In our latest podcast episode, Andrew Gustin explains the magnitude of the impact and poses the following questions: which industries are going to have lasting damage?; who will be a winner coming out of this pandemic?; and who will be a loser? Tune in here for his perspective:
