Insights
Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.
Blog Posts
Papers and Videos
Digitization in Japan
With digitization still present in Japan, small-cap companies embracing technology may present compelling, long-term investment opportunities.
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Gloom and Doom from the IMF
One of the big takeaways from October International Monetary Fund (IMF) meetings was that avoiding a global recession within the first half of 2023 will be challenging.
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Thriving Entrepreneurialism in Japan
Japan has a thriving entrepreneurial start-up culture that is taking on some of the most structural, longer-term problems facing its society.
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Differentiating Between Small- and Large-Cap in Japan
Even though Japan is modernizing, there's still significant differentiation between large-cap and small-cap equities.
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Japan: Innovation, Growth, and Private Capital Markets
The trajectory of risk-taking in Japanese private capital markets bodes well for innovation and growth.
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Seeking Value
Value investing, says our U.S. value equity team, is like seeking a four-leaf clover in a field of three-leaf clovers. And to do that, they take a particularly collaborative approach.
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Opportunities in Value Strategies
Following a long period of outperformance for growth, value has had a strong resurgence this year.
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The Current State of Energy
Are there still compelling investment opportunities in energy despite the sector's recent outperformance?
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Data Democratization Driving Efficiency in Financial Services
We hear a lot about democratization—the action of making something accessible to everyone—in public policy. But democratization also applies to data, and we believe advancements in technology will drive change within the financial services industry.
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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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