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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.
Read moreChina: 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.
Read moreChina: A Deeper Look—Political and Governance System
To better understand this complex structure, it is critical to look beyond the headlines.
Read moreChina: A Deeper Look—Society and Foreign Policy
Gain insights on the complex values, challenges, and perspectives that shape China’s society and foreign policy.
Read moreEmerging Markets—Beyond China
Beyond China, we believe emerging markets may offer an attractive and differentiated opportunity set.
Read moreIndia’s Emerging Direct-to-Consumer Market
The emergence of digital-first, direct-to-consumer brands is an exciting investing trend in India.
Read moreIndia’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.
Read moreDigitalization Creates Opportunity in India
The adoption of digital tools and infrastructure among consumers and businesses is creating unique investment-related opportunities in India.
Read moreWhat’s Driving Consumption Trends in India?
A growing population combined with increasing household income are driving current consumption trends in India.
Read morePodcasts
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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