William Blair Investment Management portfolio manager Jim Golan joined Bloomberg’s Active Inside podcast, where he discussed “structurally advantaged companies, sectors, and themes, and managing risk with a concentrated portfolio.”

Investment Management
William Blair Investment Management portfolio manager Jim Golan joined Bloomberg’s Active Inside podcast, where he discussed “structurally advantaged companies, sectors, and themes, and managing risk with a concentrated portfolio.”
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Registered investment advisors increasingly view international and emerging markets exposure as essential to client portfolios and prefer active ETFs to access those markets, according to a new survey commissioned by William Blair Investment Management.
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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