Insights

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

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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

Wednesday, July 9, 2025

Our Values In Our Colleagues’ Words

Watch our colleagues discuss William Blair’s values: client focus, integrity, excellence, inclusivity, and collaboration.
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Wednesday, July 9, 2025

Non-U.S. Investing in a Fragmenting World

Alaina Anderson, CFA, partner, a portfolio manager on our global equity team, explains why she believes the conditions behind more than a decade of non-U.S. equity underperformance are starting to shift, making now a compelling time for investing in non-U.S. equities.
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Thursday, July 3, 2025

The Trade-Offs of Tariffs: Compelling Growth Opportunities

In a recent episode of William Blair Investment Management’s podcast, The Active Share, experts discuss tariff implications and compelling growth opportunities in Europe and China.
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Thursday, July 3, 2025

Change and Opportunity in Europe’s Growth Markets

Jayesh Kannan, CFA, speaks to us from Lithuania, where he meets with companies who have embraced technological innovation.
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Wednesday, July 2, 2025

Non-U.S. Investing In a Fragmenting World

Our global equity team believes the conditions underpinning more than a decade of non-U.S. equity underperformance may be starting to shift.
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Thursday, June 12, 2025

AI: The Challenges for Investors

In part two of our series, AI Alpha, Gurvir Grewal examines the structural challenges, strategic trade-offs, and competitive pressures that he believes will shape how AI ultimately delivers economic payoff.
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Wednesday, June 11, 2025

Trade Turbulence Challenges EMs

U.S. trade policies have created challenges for some emerging markets, but others, such as India and Taiwan, may be more insulated.
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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.
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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.
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