Institutional Investment Management

Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.

William Blair Investing Insights Blog:

Our portfolio managers and product specialists provide timely thought leadership about developing trends in equity and fixed-income markets.

Our Dynamic Allocation Strategies team explains why global macro investing offers many potential benefits when included in an investment portfolio.

Portfolio Manager Ken McAtamney explains why he believes adding more science to the art of investing may help active managers compete.

On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.

While most Fed watchers are focused on the federal funds rate, a more interesting topic may be the so-called FedTrade, which is keeping certain agency mortgage-backed securities’ risk spreads at artificially low levels. But what happens when the Fed stops?

William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.

Interest in environmental, social, and governance (ESG) factors is expanding at a rapid pace among institutional and retail investors around the world.

With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory. Our Dynamic Allocation Strategies (DAS) team shares its thoughts about what’s next.

Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.

In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.

Portfolio managers Simon Fennell and Casey Preyss provide a mid-year follow-up to our Global Market Outlook. Learn how we got where we are in 2016 and what we can expect for the remainder of the year.

 1 2 3 4