Content (35)

  • India in 2020 - Active Perspectives on India’s Evolution

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    India in 2020: Active Perspectives on India’s Evolution

    2020-05-27T13:49:00Z

    In India 2020: A Vision for the New Millennium, A.P.J. Abdul Kalam and Y.S. Rajan detailed how India could become a developed country and one of the world’s four largest economies by 2020. Here, our team shares their thoughts about India’s potential.

  • COVID-19 Science and Economics

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    COVID-19 Science and Economics

    2020-05-14T13:54:00Z

    In the second installment of our COVID-19 series, we discusses the scientific and economic implications of the path to recovery with research analyst Camilla Oxhamre Cruse, who has a Ph.D. in medicine and M.Sc. in biochemistry, and global strategist Olga Bitel.

  • Adventures on the Planet of the Apes - Navigating the Low-Rate Environment

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    Adventures on the Planet of the Apes: Navigating the Low-Rate Environment

    2020-05-04T13:39:00Z

    Artificially low rates are causing multiple distortions and pockets of heightened risks—and while the current environment may be unprecedented, it need not be incomprehensible. Investors who understand the dynamics driving low rates may be positioned to take advantage of promising opportunities.

  • Our Analysts Talk Quality 1

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    Our Analysts Talk Quality

    2019-11-07T13:31:00Z

    Focusing on both offensive and defensive quality helps our analysts identify durable businesses in the pursuit of better portfolio outcomes.

  • Trending: Slowbalization, Big Tech, Political Pendulums

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    Trending: Slowbalization, Big Tech, Political Pendulums

    2019-10-17T12:01:00Z

    Patrick Foulis, business affairs editor for The Economist, discusses the top global economic trends to watch and gives us a glimpse into the inner workings of the 176-year-old publication. See how the sausage gets made, including the importance of hiring intellectual rebels and writing good puns. 

  • Assessing Markets Where We Can Go On Offense

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    Assessing Markets Where We Can Go On Offense

    2019-10-02T11:45:00Z

    Global equities and bond yields are trending lower, and we maintain a relatively low-risk profile. But we’re always assessing where we can go on the offensive, and in this post we walk through our thinking on some of these opportunities.

  • Bullish on Tech—Especially Outside the Tech Sector

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    Bullish on Tech—Especially Outside the Tech Sector

    2019-09-10T11:57:00Z

    When thinking about technology, asset managers and asset owners have similar concerns and opportunities—both when investing in it and applying it. We must understand that technology is less about technology stocks and more about the way disruption affects corporate performance. And we must address the implications of technology for our businesses. 

  • Investing for Impact: Our Take

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    Investing for Impact: Our Take

    2019-05-13T08:58:00Z

    In early 2019, Stephanie Braming, CFA, partner, global head of William Blair Investment Management, participated in The Economist’s Investing for Impact conference in New York City. We later sat down with her to discuss sustainability, environmental, social, and governance (ESG) factors, and the changing demands of the industry.

  • Our Journey to a Sustainable Future

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    Our Journey to a Sustainable Future

    2019-04-04T15:35:00Z

    As investors and advisors who focus on our clients’ long-term success, sustainability is central to how we assess the risks and opportunities facing our clients.

  • two investable themes in china

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    Two Investable Themes in China

    2019-02-01T12:48:00Z

    The China A-Share market presents a compelling opportunity for quality growth managers, with note two investible themes: a growing middle class and healthcare spending growth.

  • william blair navigating a troop of gorillas

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    Antecedent Analysis: Navigating A Troop of Gorillas

    2018-12-19T14:52:00Z

    With the birth of the so-called “Greenspan Put,” the 800-pound gorilla of U.S. monetary policy unleashed itself on capital markets. Today, there is not just one 800-pound gorilla harassing capital markets; there is a troop of gorillas.

  • three investible themes in china a shares

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    Three Investible Themes in China A-Shares

    2018-10-29T15:38:00Z

    The China A-Share market presents a compelling opportunity for quality growth managers, thanks in part to its growing new economy.