"The impact of cloud computing on legacy, on-premise technology vendors is just beginning." Alger Spectra Fund and Capital Appreciation Fund Portfolio Manager Patrick Kelly gives his quarterly update and his broader view on the markets.
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.
This white paper helps investors to understand the rationale behind home country bias, discusses the importance of increasing allocations to foreign equities, and provides a vehicle for investors to access these investment opportunities.
Alger Analyst Ben Reynolds discusses the current technology trends related to mobile commerce and online video advertising and their effects on the markets.
Markets have potential for generating attractive returns, writes Alger CEO Dan Chung in the Summer 2013 Market Update. Unlike during the years leading up to market peaks in 2000 and 2007, economic expansion has been modest and has considerable potential for accelerating. Other factors, such as improving consumer sentiment and strong corporate fundamentals may provide additional support to equities.
Patrick Kelly discusses the Alger Spectra Fund and provides his outlook on a few different sectors and specific stocks in this interview with Investor's Business Daily