"Many companies in the Emerging Markets are experiencing a growth renaissance." Alger Emerging Markets Portfolio Manager Deborah Vélez Medenica, CFA updates investors on emerging markets and the compelling valuation gap versus developed markets.
“The great rotation back to equities is only barely beginning.” In our new Market Insight, Alger President and Chief Investment Officer Dan Chung discusses the current investing environment and how the market responds to “growth scares.”
In an investment-management space heavily influenced by giant
firms with veritable supermarkets of offerings across asset
classes, geographies, and strategies, Fred Alger Management
focuses on doing one thing, and doing it well. Alger CEO Dan Chung is featured in this recent Markets Media article.
In this market update, Alger CEO Dan Chung, CFA, writes that concerns over moderating economic growth in China, growing tensions over the Ukraine crisis, and continuing protests in Venezuela have driven market volatility. After exploring those issues, he argues that the U.S. economy is strong and that dips in market prices going forward are likely to be attractive buying opportunities for investors.
“Revolutionary technology changes create opportunities for companies that can deliver more efficient solutions.” Alger Senior Technology Analyst John McPeake discusses the rapid growth of cloud computing and how it may be radically changing the way companies do business.
The ongoing underperformance of the BRIC markets - Brazil, Russia, India, and China - highlights the importance of having an actively managed, diversified emerging markets portfolio. Portfolio Manager Deborah Velez Medenica weighs in with our latest white paper.