​Investing Beyond the Election​

​Now presenting Alger's Autumn 2020 Capital Markets: Observations and Insights presentation, Investing Beyond the Election​. ​We hope you'll find the data and conclusions both informative and thought-provoking.

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Investing Beyond​ the E​lection​ - Video -​​​​ Part 1​​

Voting in an election is like investing. Investors “​vote” for candidates and companies, which reflects their collective sentiment. However, over the long term, stocks have historically reflected their fundamentals rather than sentiment with the greatest returns achieved by those companies who showed the strongest earnings and free cash flow growth. In the video below, we explain why investors may want to focus on the durable force of innovation, corporate fundamentals and other factors that drive long-term performance, rather than aligning their portfolios with a particular presidential candidate​. ​​​

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Investing Beyond the Election​ - Video - Part 2

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​In part two of Investing Beyond the Election, Alger's Director of Market Strategy ​Brad Neuman continues to cover themes that we believe may potentially drive long-term performance, including artificial intelligence, opportunities in reducing emissions and evolving demographics.​​​
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