Investment Management
The January 2019 collapse of a Brazilian mine tailings dam—which released 11.7 million cubic meters of toxic mud, killed a reported 270 people, and led to a corruption probe—underscores the critical but underappreciated value of environmental, social, and governance (ESG) considerations in emerging markets (EMs). In this paper, we examine the growing materiality of ESG factors to investing in EMs, exploring both risks and opportunities.
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William Blair macro analyst Richard de Chazal breaks down a wild month of macroeconomic news, focusing on the impact of President Trump’s tariff policies on the global economy, equity and bond markets, consumer confidence, and corporate inventory strategies.
The number of GenAI companies emerging continues to grow, and how these apps are utilized differs between consumers and enterprises. In our third installment of Navigating the AI Boom, we explore the primary ways to monetize GenAI and how it may impact the software industry.
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