Insights

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

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 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.
Read more
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.
Read more
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.
Read more
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.
Read the blog post
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.
Read more
Monday, April 14, 2025

Global Outlook, Local Expertise: EM Debt Team Insights

Learn how our emerging markets debt team collaborates at its quarterly onsite meeting, which gathers the entire team in one location.
Watch the video
Friday, April 4, 2025

Navigating Economic Opportunities Amid Global Shifts

Olga Bitel, partner and global strategist at William Blair, shares key insights into navigating the new reality as the global economic landscape shifts in response to the new U.S. administration’s policies, as investors face both challenges and significant opportunities.
Read more
Thursday, March 27, 2025

Opportunities in Latin America

Get investment insights from our recent tour of Latin America's dollarized economies—Panama, El Salvador, and Ecuador.
Read more
Monday, March 10, 2025

Building on Strength: Fresh Perspectives on Emerging Markets

We believe emerging markets present a landscape of opportunity for equity investors despite macroeconomic headwinds.
Read more