The Alger Podcast features Alger Investment Professionals and Industry Experts, giving timely market and sector updates. For more information, visit: www.alger.com
Follow the Science
"Once we’ve defined areas of central interest, we try and track where the greatest unmet needs are and where the greatest potential market opportunities can be." Health Sciences Portfolio Manager Dr. Sanjiv Talwar explains why his team is focused on innovative advancements in scientific, clinical, and commercial arenas.
The Metaverse Revolution
"We think that the metaverse is going to profoundly change the way people work, play, and live. And companies that are levered to that kind of growth are Alger-type businesses." The age of the metaverse is upon us. But what is it and how will it impact the way we invest? Portfolio Manager Dr. Ankur Crawford takes a deep dive into this brave new world.
Cyclicals Vs. Secular: Choosing Wisely
"For a company to grow from small to large, it must be able to control its own destiny. How do you control destiny? By having a strong, competitive advantage." Portfolio Manager and Active U.S. Equity Manager of the Year Amy Zhang discusses her focus on the long-term advantages of small caps.
Untangling the Changes in China
"This is an adjustment phase. We believe there will be opportunities for companies that have the complete support and backing of the government." Emerging Markets Portfolio Manager Greg Jones explains the impact of the striking new regulatory changes in China.
Your New Chef May be a Robot!
"There is increasing emphasis on technology in many large restaurant chains. We believe this trend will only continue to explode." Alger Senior Analyst Vikram Khullar explains how pervasive technology innovations have become within the restaurant industry.
A Look Through Alger's ESG Lens
"Our job, as investors, is to identify why companies may have much better or worse scores than what we thought was appropriate and then try to understand specifically what’s driving those deltas." Investors have asked, How does Alger's ESG review process actually work? Alger Senior Analyst Shef Osborn takes a deep dive into that question.
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