Insights
Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.
Blog Posts
Papers and Videos
Metals of the Future: Set to See Continued Growth
Corporate Credit Analyst Alexandra Symeonidi explores how the transition to a low-carbon future has shaped demand for copper, lithium, and nickel.
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Three Issues in Zambia
Dan Wood speaks to us from Zambia, where restructuring, mining, and currency appreciation are top of mind for emerging markets debt investors.
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Is Angola Ready to Re-engage with the IMF?
Dan Wood speaks to us from Angola, where he seeks to determine if the country is ready to engage with the IMF and whether oil production and privatization will pick up.
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Behind Taiwan’s Technology Demand Drivers
On a research trip to Taiwan, our global equity team meets with different companies to learn more about key technology demand drivers.
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U.S. Onshoring and the Red Sea Shipping Crisis
As globalization begins to slow down, U.S. onshoring looks to be on the rise.
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Brazil’s Mid-Election Cycle Boom
Amid a mid-election cycle, unique investment opportunities are emerging in Brazil.
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Emerging Markets Debt Summit Research Platform
To help us synthesize information about the countries we invest in, as well as global trends, our emerging markets debt team uses an internal technological research platform called Summit.
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Paving the Way for Non-U.S. Equity Outperformance
Non-U.S. equities are likely beneficiaries of falling interest rates in the U.S. and the dollar weakening rather than strengthening. Ken McAtamney, head of the global equities team, explains why these could potentially pave the way for a good year for global equities. This article is featured on William Blair Investment Management's Active Never Rests blog.
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Emerging Markets Debt 2024: From Headwinds to Tailwinds
After a few years of lackluster investment performance in emerging markets debt, we anticipate a strong 2024.
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Curious about the ever-changing world and how it impacts investing? So are we. If you’re seeking the unobvious, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving.
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