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The Alger Podcast features Alger Investment Professionals and Industry Experts, giving timely market and sector updates. For more information, visit: www.alger.com... more
FAQs about Investing in Growth & Change:How many episodes does Investing in Growth & Change have?The podcast currently has 87 episodes available.
February 22, 2023What Happened to Growth?"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....more13minPlay
February 01, 2023Aerospace Flies Above the Market"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....more16minPlay
January 13, 2023The Resiliency of Innovative Companies"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....more14minPlay
December 14, 2022The Hotbed of Global Innovation"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....more20minPlay
November 30, 2022A Relentless Pursuit of Positive Dynamic Change"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 Focus Equity Portfolio Manager Patrick Kelly discusses current market gyrations and why high levels of innovation could be considered a long-term deflationary force....more18minPlay
November 16, 2022Long Term = Less Rattled"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....more20minPlay
November 02, 2022Recession or Wealth Creation?"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....more19minPlay
October 19, 2022Collecting Dominant Mid Caps"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....more17minPlay
September 26, 2022Energy Opportunities in Europe"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....more15minPlay
September 02, 2022When FinTech Pays Off"Businesses in FinTech are now competing with legacy bank infrastructure, and we think they can go out and find consumers and monetize them at a much better rate than many traditional banks ever have." Alger Analyst Christian Yeager takes a deep dive into the current state of financial technology and which companies may outperform in the long run....more14minPlay
FAQs about Investing in Growth & Change:How many episodes does Investing in Growth & Change have?The podcast currently has 87 episodes available.