Insights
Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.
Blog Posts
Papers and Videos
Investment Management Client Services Building a Culture Around Staying the Course
Explore how William Blair Investment Management is helping pension funds navigate different market cycles by providing them with long-term mindsets and distinctive approaches.
Read moreChina’s Steel Slump Creates Global Ripples
The Chinese domestic steel market is going through a major downturn, affecting the industry around the globe, exacerbating global trade tensions, and increasing protectionism. We believe emerging markets (EM) debt investors would be wise to be wary, given the potential for the situation to impact the economy, drive political instability, and create trade tensions in many countries.
Read the blog postArtificial Intelligence: The Fifth Paradigm Shift
In the ever-evolving landscape of technology, paradigm shifts represent technological innovation that can reshape industries over time.
Read the blog postWhy Consider Frontier Markets Debt?
We love investing in frontier markets because each opportunity is truly unique, and the breadth and depth of this universe is constantly expanding.
Watch the videoDemystifying Emerging Markets Debt
Understanding emerging markets debt involves recognizing the risks, myths, and opportunities that differentiate it from other asset classes.
Read moreEmbracing the Qualitative
We believe cashflow, financial returns, and other traditional quantitative markers of performance provide a good picture of present-day quality, but more difficult-to-quantify qualitative attributes indicate a company’s enduring quality.
Watch the videoMeticulous Bottom-Up Analysis
While we account for macroeconomic factors in our analysis, we believe we add the greatest value for clients through our rigorous approach to fundamental analysis—delving into business models and industry economics.
Watch the videoUnderstanding Management Motivation
Because management decisions are a key driver of company performance, we work to become deeply familiar with the mindset and temperament of each management team.
Watch the videoEntrepreneurial Environment
Just as we believe in giving everyone on the team a voice, we create an environment where everyone has the opportunity to take on real responsibilities, regardless of tenure, and colleagues feel a sense of ownership because they’ve grown with the team.
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.
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