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the mystery of sin stocks outperformance

The mystery of sin stocks’ outperformance has finally been unraveled.

Fri, 22 Sep 2017

Companies selling alcohol or cigarettes among other human vices have historically enjoyed higher returns than the stock market indices to which they belong. Ironically, the stocks of tobacco companies have at times performed better than the pharma companies making cancer drugs to combat smoking-related illnesses.

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the heart of the matter

The heart of the matterSubscription

Tue, 19 Sep 2017

As the US looks to renew its ageing infrastructure under President Trump, the market faces substantial challenges. 

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european hotel real estate time to check in

European Hotel Real Estate: Time to Check InSubscription

Thu, 14 Sep 2017

Today, many institutional investors are adding hotel real estate to their portfolios to achieve diversification, to help boost income in their multi-asset portfolios and for liability matching requirements given the longer dated income.

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currency management the case for value investing

Currency Management: The Case for Value InvestingSubscription

Wed, 20 Sep 2017

William Blair’s Dynamic Allocation Strategies team explains how it has made significant use of dynamic currency management in the pursuit of its investment performance objectives. 

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markets underestimate feds ability to hike rates

Markets underestimate Fed’s ability to hike rates

Fri, 22 Sep 2017

Financial markets remain cautious about the ability of the Fed to hike the fed funds over the coming quarters: indeed, a majority of investors expect, at best, a single hike until the end of 2018. We think that this view is too pessimistic.

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Top 100 Real Estate Investment Managers survey top 100 tree smalldouble blackarrow

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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

investment manager expectations indicator

single redarrow Manager expectations July/August 2017

It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions. The month’s responses indicate movements across all asset categories, with a positive nod toward Europe, while those who predict change (for instance in the US and the UK) are seeing an erosion of confidence towards equity 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 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 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.

emerging markets minding their own business

Emerging Markets: Minding Their Own BusinessSubscription

Mon, 21 Aug 2017Updated: Thu, 21 Sep 2017

There has been a big improvement in emerging markets which I don’t think investors are fully aware of. Their external imbalances have improved significantly. Their current account deficits have shrunk. Foreign direct investment, in the meantime, has been very robust.

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IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • DS-2343

    Closing date: 2017-09-29.

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