Dynamic Allocation Strategy

Analytical research and commentary from William Blair's Dynamic Allocation Strategies team.

The managers of William Blair Dynamic Allocation Strategies have an extensive record as thought leaders in the analysis of portfolio performance. View their articles, books, and other published research below.
Brexit and the Future Jun 2016

Brexit and the Future | June 2016

Our Dynamic Allocation Strategies team discusses Brexit, touching on the economic implications and any changes to portfolio positioning. Learn more about Brexit implications

Game Theory Primer May 2016

Game Theory Primer | May 2016

Game theory provides a framework for making sense of geopolitical and macroeconomic developments that affect asset prices—and investors can leverage game theory to assess investment opportunities. Learn more about game theory

Target-Date Funds Oct 2015

Capitalizing on a Clear and Present Opportunity in Target-Date Funds | October 2015

An allocation to macro diversification approaches may be advantageous for managing the risks faced by defined-contribution retirement plan participants. Get the Dynamic Allocation Strategies team's perspective

Low Growth Environment Apr 2015

Are We in a Low-Growth Environment? | April 2015

Investors continue to ask: Is this a low-growth environment? That depends on your time horizon. Get the Dynamic Allocation Strategies team's perspective

Currency Management Nov 2014

Currency Management: The Case for Value Investing | November 2014

Actively managing currency exposures separately from asset-class and market exposures in a return-seeking context can add value to portfolios. Learn how currency management can add value

Valuation Documentation Currency Nov 2013

Valuation Documentation in Brief - Currency | November 2013

A foundation of the Dynamic Allocation Strategies team's investment process is the determination of fundamental values for asset classes, market, sectors, and currencies. Gain insight into the team’s valuation model for exchange rates

Storm After the Calm March 2012

The Storm after the Calm | March 2012

We’re in a period of instability, and investors will need to draw on a different set of investment disciplines to succeed—including game theory and macroeconomics. Learn what new tools should be in today’s analyst’s toolbox

Beginning to Get Personal Nov 2011

Now It's Beginning to Get Personal | November 2011

Understanding the relative importance of liquidity and solvency is of the upmost importance for investors. Read more about liquidity and solvency