William Blair Investment Management’s Global Equities team recently released a piece of thought leadership focused on how U.S. trade and other economic policies impacted global markets through the first quarter-plus of 2025, which was leveraged by CNN.
“[B]oth cyclical and structural changes to U.S. exceptionalism are now on the table, being priced at a greater-than-zero probability of weakening,” the publication cited from the firm’s Active Investing blog.