Rising interest rates in the U.S. and global trade uncertainties contributed to the negative return of emerging markets in October. We believe emerging markets equities remain attractively valued after a volatile month.
The autumn equity selloff has been driven by concerns about a potential trade war with China and rising interest rates. Amy Zhang explains why the Small Cap Focus Fund may be well suited for current market conditions and how she uses market volatility when managing the portfolio.
Concerns about global trade and tariffs lingered during September but currencies stabilized.
"Digital transformation is playing out across all sectors, and companies will likely need to accelerate their IT spending to effectively compete." In our latest podcast, Patrick Kelly gives a portfolio update, as well as his broader outlook for the markets.
Sometimes it seems as though we can’t keep up with technology due to the rapid pace of advancements. However, we at Alger believe in the power of technology to enhance economic growth. When we look at the bigger picture, both innovation and productivity are growing strongly.
Investor sentiment improved marginally during the month as crude prices declined, uncertainties around global trade moderated and emerging markets currencies held relatively steady with the exception of the Turkish lira.
Concerns about weakening global trade, higher crude oil prices, and currency depreciation extended pressure on emerging markets equities in June. At the end of the month, however, emerging markets equities were attractively valued relative to developed markets equities.
The Industrial Revolution of the 18th and 19th centuries was characterized by abrupt and rapid technological and sociological transformation. We are now in the midst of another industrial upheaval driven by a digital and data revolution that is impacting businesses, investors, and consumers alike.
Concerns regarding global trade helped drive equity losses around the globe, while a summit between North Korean leader Kim Jong Un and President Donald Trump went forward after a prior meeting had been cancelled.
After a nearly one-and-a-half-year period in which the S&P 500 Index didn’t experience a single monthly decline, market volatility has returned and many pundits are opining of doom and gloom for investors.
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.