Geopolitics dominated emerging markets, driving volatility but valuations remain attractive. On a positive note, North Korean leader Kim Jong Un crossed the demilitarized zone in a historic summit with South Korea.
In this podcast, Weatherbie Specialized Growth Strategy Senior Managing Director and Director of Research, Josh Bennett discusses how the strategy evolved over time to focus on 50 stocks, and how Weatherbie's team process identifies the ideal companies for the portfolio.
The global equity selloff continued in March, but emerging markets outperformed developed markets. In this blog, Emerging Markets Portfolio Manager Deborah Vélez Medenica, identifies developments that drove market volatility and explains why emerging markets equities have potential to generate gains over the long term.
After hitting an all-time high on January 26, the S&P 500 Index declined into correction territory. In our view, the U.S. economy is, as the data shows, quite strong, and in particular nowhere near recessionary. In our latest Market Update, Dan Chung and Brad Neuman discuss the current activity in the markets.
In our latest Market Update, Dan Chung and Brad Neuman discuss trends that have contributed to growth equities dramatically outperforming value stocks, including how valuation metrics have not kept up with changing business models; the new normal of slower global growth; and the accelerating rate of change.
In this podcast, Alger Portfolio Manager Deborah A. Vélez Medenica, CFA, explains factors that have driven recent results and why emerging markets have potential for producing additional gains in the foreseeable future.
"Technology is reshaping the economic, inflation and investment landscape, and driving price transparency." Portfolio Manager Patrick Kelly gives a strategy update and broader outlook for the markets.
In this Q&A, Alger Health Sciences Portfolio Manager Teresa McRoberts explains why now is an exciting time for using an active portfolio management strategy for Health Care investing and why the sector offers compelling value.
Weatherbie Capital, LLC has brought its flagship Weatherbie Specialized Growth Strategy to Alger. The strategy is a high conviction, high active share, focused portfolio of smaller cap companies. In this podcast, we discuss the foundation and opportunity stocks that make up the Strategy.
In this Market Update, we evaluate the underlying sector weightings in the S&P 500 and MSCI EAFE indices to explore valuation discrepancies. We also discuss why we believe the most innovative companies outperform over the long term.