Investment Management
William Blair Investment Management portfolio manager Marcelo Assalin joined Bloomberg’s “FICC Focus” podcast to discuss why he remains bullish on investing opportunities in emerging markets and the fundamental and technical factors that are driving interest in EM assets from investors.
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The investment landscape for small-cap equities has evolved, with several positive factors—pro-U.S. policies, a less restrictive regulatory backdrop, and sustained demand from AI infrastructure spending—contributing to what we believe is an increasingly favorable environment.
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