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Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.
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Papers and Videos
Evaluating Climate Change Critical in ESG Integration
Climate change, if left unchecked, will likely have such widespread implications that it could threaten the stability of the global financial system.
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Metals of the Future Drive Opportunities in Frontier Markets
Metal exporters in emerging markets may be underappreciated because regulation and consumer preferences are creating demand for clean transportation, and we believe this demand will drive strong growth in copper, aluminum, nickel, cobalt, and lithium.
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Collaborative Learning Drives Outcomes
Deep expertise is essential in investment management, but operating in silos limits potential investment outcomes. Here are some examples of how we learn as a team—and why failing is as important as succeeding.
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Creating a Discipline for Creative Investing
Future cash flows at investible companies are enhanced by things that don’t show up on a balance sheet, such as culture, brand, and leadership. Here’s how to identify them.
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Growth Investing Requires a Growth Mindset
Identifying possible future growth drivers requires curious, creative thinkers who have an innate need to solve puzzles.
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Should Emerging Markets Debt Investors Be Afraid of the Fed Hiking Cycle?
Should emerging markets debt investors be concerned about recent U.S. rate hikes, or could this be a buying opportunity?
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ESG Considerations in Frontier Markets
ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities.
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Frontier Markets Debt: Underowned and Undercovered
Many investors think frontier markets are too risky, but strategically overweighting these markets in an emerging markets debt portfolio could offer higher return potential.
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Looking for Leaders—Abroad
Looking for the best sustainable value creators in the world? Here’s how we identify them, and why you may want them in your portfolio.
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Curious about the ever-changing world and how it impacts investing? So are we. If you’re seeking the unobvious, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving.
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