The Alger Podcast features Alger Investment Professionals and Industry Experts, giving timely market and sector updates. For more information, visit: www.alger.com
Ringing in the eCommerce Holiday Season!
"All of the ecommerce companies are at max capacity. I also think we'll see the holiday shopping period elongated." Senior Analyst Ben Reynolds gives an update on what investors might expect from ecommerce companies during a very busy holiday season.
Investing Beyond FAANG
"The FAANG companies have created large opportunities for themselves and they continue to successfully exploit them. But we are very excited about this simultaneous wave of innovation that’s reshaping the global economy." Client Portfolio Manager Kevin Collins discusses the recent observation that Alger’s Large Cap Strategies have been underweight FAANG stocks and why that may be beneficial for investors.
Longing (and Shorting) for 2021
"As we look to 2021 on the long side, we believe strongly that our companies are poised for continued growth just because of the changes that are accelerating in the economy. And on the short side, I don’t think we’ll have any lack of raw material to work with." In our latest podcast, Client Portfolio Manager Alan Kirby discusses why investors might consider a hedged equity solution.
Welcome to the New Industrial Revolution
"We are at the beginning of the fourth industrial revolution, and there is no industry that is not touched by this revolution." In our latest podcast, Portfolio Manager Dr. Ankur Crawford discusses how rapid digital transformation, as accelerated by COVID, may be a generational opportunity for investors.
What's Up with the Toilet Paper Shortage?
"Consumers were stockpiling toothpaste and cleaning products for fear of having a shortage. Now, given the increased focus on sanitization, there may likely be ongoing demand for those products as well." Senior Analyst Darryl Ah Now discusses how the consumer staples sector has fared during the first half of the year and how the Covid crisis has forced companies to rethink their cost structures.
The Evolution of Online Learning
"Historically, students and families would be able to walk down the hall and get assistance from a tutor on campus. In this new environment, companies that can provide these same services digitally may likely see significant growth." In our latest podcast, Portfolio Manager Dan Brazeau discusses how companies that provide online learning services appear to be having a positive impact on education as thousands of students return virtually to college.