Insights

Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.

William Blair’s thought leaders provide insights across asset classes, investment styles, and regions.

Blog Posts

Read recent blog posts and learn more about our contributors

Papers and Videos

Monday, May 5, 2025

The AI Opportunity: Investing Billions, Impacting Trillions

In part one of this new series, AI Alpha unveils AI’s promise; in part two, it tempers that optimism with critical inquiry.
Read the blog post
Thursday, April 17, 2025

EM Corporate Debt: The Ripple Effects of Trade Uncertainty

Anezina Mytilinaiou, CFA, a corporate credit analyst on our emerging markets debt team, speaks to us from Miami, Florida, where she shares insights from JPMorgan’s Global Emerging Markets Corporate Conference.
Read more
Monday, April 14, 2025

Global Outlook, Local Expertise: EM Debt Team Insights

Learn how our emerging markets debt team collaborates at its quarterly onsite meeting, which gathers the entire team in one location.
Watch the video
Friday, April 4, 2025

Navigating Economic Opportunities Amid Global Shifts

Olga Bitel, partner and global strategist at William Blair, shares key insights into navigating the new reality as the global economic landscape shifts in response to the new U.S. administration’s policies, as investors face both challenges and significant opportunities.
Read more
Thursday, March 27, 2025

Opportunities in Latin America

Get investment insights from our recent tour of Latin America's dollarized economies—Panama, El Salvador, and Ecuador.
Read more
Monday, March 10, 2025

Building on Strength: Fresh Perspectives on Emerging Markets

We believe emerging markets present a landscape of opportunity for equity investors despite macroeconomic headwinds.
Read more
Thursday, February 27, 2025

Seeking to Optimize Risk-Adjusted Return Potential With Frontier Markets Debt

We believe the time may be right for an allocation to frontier markets debt through a dedicated strategy.
Read more
Wednesday, February 5, 2025

Opportunities in Aerospace and Defense Applications

Jesse Fink, CFA, a research analyst on our U.S. value equity team, tours a facility involved in the research and development of 3D woven composite technologies for aerospace and defense applications.
Watch the video
Friday, January 31, 2025

The Case for Indian Telecoms

Our emerging markets debt team discusses the Indian telecommunications sector’s transformation over the last decade.
Read more