“We think the case for growth is as strong as ever. And we think this is due to two structural factors.” Investors have been asking some difficult questions about the current state of growth investing. Alger Director of Market Strategy, Brad Neuman, CFA, provides answers ..read more

"The negative returns associated with growth stocks were in large part driven by a massive valuation compression, the likes of which you or I haven’t seen in our lifetimes." Alger Client Portfolio Manager Kevin Collins discusses the events that drove growth's downturn in 2022 and how this style of investing has historically responded coming out of such difficult markets ..read more

"COVID was an unprecedented downturn. Never before had the entire globe shut down all travel. Fast forward to where we are now, and U.S. air travel is within ten percent of fully recovered from pre-COVID levels." Alger Senior Analyst Andrew Gustin describes why the aerospace industry has remained resilient over the past year, and which subsectors may be most interesting to investors ..read more

"Coming out of the downturn, we think you're going see technology-driven companies get leaner. And they tend to act faster when they do so. And for the big incumbents it may actually be good for them, because they'll have less people chasing them." Alger Senior Analyst Ben Reynolds weighs in on the current economy and why ecommerce, streaming and digital advertising remain dynamic investing opportunities ..read more

"This surge in innovation isn't just concentrated in technology anymore. We’re seeing it in energy, fintech, manufacturing, and in autos." Alger International Portfolio Manager Pragna Shere, CFA, discusses the surprising dominance of European innovators and how this knowledge may create opportunities for investors ..read more

"Stepping back from all the macro noise, we see a tremendous amount of innovation and change across the economy that we think will continue to create winners and losers across sectors." Alger Capital Appreciation Portfolio Manager Patrick Kelly discusses current market gyrations and why high levels of innovation could be considered a long-term deflationary force ..read more

"When the VIX is higher, which we have seen going back to 2020, ’21, and now recently, we think that’s a fantastic period for long/short equity." Alger Client Portfolio Manager Alan Kirby discusses investors' concerns with the current economy and why he thinks the antidote is maintaining a solid, long-term strategy ..read more

"We believe that productivity is driven by innovation, and that innovation is actually speeding up, not steady or slowing down." Alger Director of Market Strategy Brad Neuman, CFA, discusses Alger's new Capital Markets Presentation "Navigating a Weakening Economy" and why he thinks investors may be wise to reconsider growth stocks ..read more

"Starting to manage a portfolio in a down market is tricky, but I see it from a positive perspective because it's presenting tremendous opportunities." Alger Mid Cap Growth Portfolio Manager Brandon Geisler discusses the kind of companies he looks for when constructing the portfolio, and why he's particularly focused on electric vehicles ..read more

"Globally, the energy transition is going to be one of the largest undertakings of this century, and that’s exciting because it creates a vast range of opportunities." Alger Analyst Mark Werner, CFA, takes a look at how some companies are accelerating alternative solutions to Europe's energy crisis ..read more