Investment Management
William Blair Investment Management portfolio manager Marcelo Assalin was included in financial services sector magazine IPE’s focus coverage on emerging markets debt as an asset class in the current investing landscape.
“EMs are on a strong footing with inflation falling faster than in developed markets, and countries are much less reliant on the US for trade,” Assalin said.
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We call humanity’s quest for improvement—to ensure better harvests, more comfortable homes, easier ways to make a living—the Perpetual Growth Machine, or PGM for short. More than a set of economic principles, the PGM is a mechanism that alchemizes needs into opportunity.
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