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.
2017-Emerging-Markets-Outlook

2017 Emerging Markets Outlook | March 2017

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. Read more

FedTrade-Ends-022217

What Happens When FedTrade Ends? | February 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? Read more

Global Market Outlook Dec 2016

Global Market Outlook for 2017 | December 2016

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

ESG-Investing-Insights

ESG Investing and Portfolio Integration | November 2016

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

US Election Cycle Ends With a Bang

U.S. Election Cycle Ends With a Bang | November 2016

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. Read the commentary

Recent Macro Trends Oct 2016

Recent Macro Trends Should Persist in 2017 | October 2016

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. Read McAtamney’s Outlook

Investment Implications of Elections Oct 2016

Investment Implications of the U.S. Elections | October 2016

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. Read the commentary

Global Market Update Aug 2016

Global Market Update | August 2016

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. Read the commentary

Taking Stock After Brexit Jun 2016

Taking Stock After Brexit | June 2016

While global equity markets have rebounded after the Brexit vote, the medium- to long-term political and economic trajectory is uncertain, with many potential twists and turns. Read the commentary

Brexit Implications Jun 2016

Brexit Implications | June 2016

With British voters poised to decide whether the United Kingdom will stay in or leave the European Union, we asked William Blair’s Global Equity team to address “Brexit.” Read the commentary

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