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Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.
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Papers and Videos
Behind Taiwan’s Technology Demand Drivers
On a research trip to Taiwan, our global equity team meets with different companies to learn more about key technology demand drivers.
Watch the videoU.S. Onshoring and the Red Sea Shipping Crisis
As globalization begins to slow down, U.S. onshoring looks to be on the rise.
Read moreBrazil’s Mid-Election Cycle Boom
Amid a mid-election cycle, unique investment opportunities are emerging in Brazil.
Watch the videoEmerging Markets Debt Summit Research Platform
To help us synthesize information about the countries we invest in, as well as global trends, our emerging markets debt team uses an internal technological research platform called Summit.
Watch the videoPaving the Way for Non-U.S. Equity Outperformance
Non-U.S. equities are likely beneficiaries of falling interest rates in the U.S. and the dollar weakening rather than strengthening. Ken McAtamney, head of the global equities team, explains why these could potentially pave the way for a good year for global equities. This article is featured on William Blair Investment Management's Active Never Rests blog.
Read the articleEmerging Markets Debt 2024: From Headwinds to Tailwinds
After a few years of lackluster investment performance in emerging markets debt, we anticipate a strong 2024.
Read moreEmerging Markets Equity 2024: Markets Diverge as a New Cycle Unfolds
Emerging markets can be an efficient way to access some of the world’s most powerful secular themes.
Read moreVast Potential for Pakistan?
Johnny Chen explains why the IMF Stand-By Arrangement is helping stabilize Pakistan.
Watch the videoEconomy Hits Cruising Altitude, But Beware of Bumps
Investment Management’s Olga Bitel shares her outlook for 2024 after the global economy defied expectations of a recession and falling interest rates in 2023.
Read morePodcasts
Curious about the ever-changing world and how it impacts investing? So are we. If you’re seeking the unobvious, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving.
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