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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
Supply and Demand Dynamics of the Global Semiconductor Industry
Semiconductor supply and demand dynamics are changing, says our Jay Kannan, CFA, on a research trip to Taiwan.
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China: A Deeper Look—Economic System
China’s economic system is unique. Learn about the pivotal market reforms that continue to impact China’s economy today.
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China: A Deeper Look—Political and Governance System
To better understand this complex structure, it is critical to look beyond the headlines.
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China: A Deeper Look—Society and Foreign Policy
Gain insights on the complex values, challenges, and perspectives that shape China’s society and foreign policy.
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Emerging Markets—Beyond China
Beyond China, we believe emerging markets may offer an attractive and differentiated opportunity set.
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India’s Emerging Direct-to-Consumer Market
The emergence of digital-first, direct-to-consumer brands is an exciting investing trend in India.
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India’s Point-of-Sale Network Offers Competitive Advantage
Point-of-sale networks are a huge competitive advantage for many different companies in India’s economy.
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Digitalization Creates Opportunity in India
The adoption of digital tools and infrastructure among consumers and businesses is creating unique investment-related opportunities in India.
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What’s Driving Consumption Trends in India?
A growing population combined with increasing household income are driving current consumption trends in India.
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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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