In this three-part video series, Client Investment Strategist Brad Neuman provides his thoughts on what is now driving stock prices, the resurgence in earnings growth, and areas of the equity market that are attractively valued.
In our most recent Capital Markets: Observations and Insights, Alger Client Investment Strategist Brad Neuman explains the firm’s thoughts on the divergence between stock prices and fundamentals, the Great Rotation from bonds to equities, and why we believe business spending will outpace consumer spending.
"Growth equities have the potential to
shine as the demand for bond-like equity characteristics wanes and
strong, dynamic fundamentals are rewarded." Can strong bond performance
actually be having a negative impact on growth-oriented equities? In
this video, Alger Client Investment Strategist Brad Neuman explains why
we believe bonds are overvalued; how fundamentals for growth equities
continue to be strong relative to value stocks; and why we continue to
be optimistic on the long-term potential for growth-oriented equities.
"The search for yield has driven stretched valuations for bond-like equities, particularly in light of relatively weak fundamentals as compared to growth stocks." In this presentation, Alger Client Investment Strategist Brad Neuman explains why we believe the outlook for long-term equity returns is appealing relative to bonds, and investing with a focus on innovation may help investors mitigate potential equity risks.