Three of our portfolio managers share their thoughts on how emerging markets are faring in this global crisis, and what they see as the challenges and opportunities for equity and fixed-income investors.
Investment Management
Emerging Markets: Exploring Opportunities and Navigating the Path Ahead
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Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting
William Blair macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.
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