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

Blog Posts
Papers and Videos
Thinking Differently About Recruiting
While the Blair Connect summer internship program is only two years old, it’s already impacting how we approach recruiting, says Drew Buckley, CFA, partner, and research analyst on the global equity team.
Watch the videoCultivating a Passion for Finance
Yan Krasov, CFA, partner, and research analyst on the U.S. growth and core equity team, explains how the Blair Connect summer internship program allows students to discover unique career opportunities in finance.
Watch the videoRedefining Career Possibilities
A former Blair Connect summer intern, Sergio Gaona explains how the program helped him find his career path at William Blair.
Watch the videoBridging the Gap with Small-Mid Value
Learn why we think SMID-cap value offers the best of small-cap value and mid-cap value—and where we think there are opportunities.
Watch the videoInside Austria’s Cutting-Edge Semiconductor Fab
Semiconductor manufacturing is a complex process, and the competitive strength of companies operating in this space looks durable.
Watch the videoIs This the AI Renaissance?
Artificial intelligence (AI) has the potential to greatly enhance human capabilities and improve lives. But the implications are far-reaching and not fully understood. In this episode of The Active Share, Hugo Scott-Gall sits down with Tyler Cowen, best-selling author, podcast host, and Holbert L. Harris chair of economics at George Mason University, for a conversation about the impact of AI on labor, capital, business models, and global connectivity.
Listen to the podcastNavigating China’s Property Market
While investing in the Chinese property bond market is challenging, our emerging markets debt team sees light at the end of the tunnel.
Read moreDifferentiated Beta-Bucketing Approach
To improve our ability to deliver risk-adjusted returns over time, we developed an innovative approach to viewing and structuring portfolio risk. Marco Ruijer, CFA, a portfolio manager on our emerging markets debt team, explains.
Watch the videoExtensive In-Market Networks
In our target markets, research coverage is often limited. Over many years of travel and one-on-one conversations, we have developed an irreplaceable network of contacts in both the public and private spheres.
Watch the videoPodcasts
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.
Listen to The Active Share
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