Investment Management
William Blair Investment Management global equity research analyst Frank Wedekind was quoted in Portfolio Advisor, where he discussed some of the factors he believes contributed to the record-setting returns for European banks and financial institutions.
“European banks were on average very well managed, lean machines before rates inflected,” Wedekind said.
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Members of our U.S. value equity team explain why 2026 could mark a turning point for small- and SMID-cap value, citing improving fundamentals, historically wide valuation gaps, easing monetary policy, and the potential for a broader, more balanced market recovery.
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