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consumer staples the end of an era

Consumer Staples: The end of an era?Subscription

Tue, 24 Oct 2017

Market and corporate lifecycles can last a very long time and create large valuation anomalies offering great opportunities for active managers.

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the supply demand equilibrium

The Supply/Demand EquilibriumSubscription

Mon, 23 Oct 2017

Why CRE concerns have been greatly exaggerated

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the food challenge

The food challenge: How can one achieve greater transparency?

Mon, 23 Oct 2017

What do we really eat? What information do labels give us? Do they tell us everything? Are companies really being transparent?

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inefficiencies in the pricing of exchange traded funds

Inefficiencies in the Pricing of Exchange-Traded Funds (ETFs)

Tue, 24 Oct 2017

This 31-page paper appears in CFA Institute’s Financial Analysts Journal. It examines the topic of ETF pricing inefficiencies. Despite the arbitrage mechanism that allows authorized participants to create and redeem shares for the underlying portfolios, ETF prices can deviate significantly from the net asset values.

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Top 100 Real Estate




IPE Investment Manager Expectations Indicator double blackarrow

Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months

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single redarrow Manager expectations October 2017

Despite rising geopolitical tensions, there was no corresponding rise in negative sentiment in the most recent survey period. That does not mean there were no changes in sentiment trends; only that shifts were mostly slight. Perhaps it is important to put quiet times in perspective, however. Just as an ocean’s tidal shift can occur almost imperceptibly, the power behind the change can be immense....read more

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William Blair Investment Management
William Blair is committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, fixed income, multi-asset, and alternatives. William Blair is based in Chicago with an investment management office in London and service offices in Zurich and Sydney.

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The Case for Macro thumbnail

The Case for Macro
Macro investors adopt a top-down view of the world in which they analyze broad trends to allocate risk across asset classes, geographies, sectors, and currencies—resulting in a liquid strategy that aims to deliver strong risk-adjusted returns without having to rely on rising equity or bond markets....read more

Adding science to the art of active management

Adding Science to the Art of Active Management
Traditional active asset management firms—long-only, fundamentally-driven stock-pickers—are facing a crisis of relevance as the shift from active to passive picks up....read more


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ctas and global macro diverge

CTAs and Global Macro diverge

Mon, 11 Sep 2017

Market developments were slightly less supportive for risk takers in August as the MSCI world ended the month flat and high yield credit spreads widened. In parallel, sovereign bonds edged higher, with 10-year Treasury yields currently at a 10 month low.

liquidity in factors

Liquidity in Factors

Tue, 5 Sep 2017Updated: Thu, 12 Oct 2017

How liquid are factor strategies and what data is informing advisor actions during implementation?

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