Insights
Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.
Blog Posts
Papers and Videos
Entrepreneurial Environment
Just as we believe in giving everyone on the team a voice, we create an environment where everyone has the opportunity to take on real responsibilities, regardless of tenure, and colleagues feel a sense of ownership because they’ve grown with the team.
Watch the videoUnderstanding Management Motivation
Because management decisions are a key driver of company performance, we work to become deeply familiar with the mindset and temperament of each management team.
Watch the videoHighly Collegial
Because collaboration is so important to our process, we strive to create an atmosphere that is conducive to the sharing—and debate—of ideas.
Watch the videoEmbracing the Qualitative
We believe cashflow, financial returns, and other traditional quantitative markers of performance provide a good picture of present-day quality, but more difficult-to-quantify qualitative attributes indicate a company’s enduring quality.
Watch the videoMeticulous Bottom-Up Analysis
While we account for macroeconomic factors in our analysis, we believe we add the greatest value for clients through our rigorous approach to fundamental analysis—delving into business models and industry economics.
Watch the videoSupply Rationing Could Ease Downside Risks on Nickel Prices
Alexandra Symeonidi, CFA, delves into the significant expansion of nickel production in Indonesia following the 2020 export ban, its impact on global supply and prices, and the potential market effects of Indonesia's recent policy changes on nickel smelting permits.
Watch the videoRenewables and EVs Boost Copper Demand
Alexandra Symeonidi, CFA, explores the recent surge in copper prices driven by strong demand from China, and examines the market’s outlook for the second half of the year amidst supply challenges and potential production cuts.
Watch the videoAluminium Fundamentals Solid in Q2 2024
Alexandra Symeonidi, CFA, examines the robust fundamentals of the aluminium market, highlighting the pressure from rising alumina prices, the impact of European smelter shutdowns, and resilient demand driven by China's investments in renewable energy and EVs.
Watch the videoIndia’s Wake-Up Call: Strengthening Institutions to Support Local Communities
Making the growth case for India involves answering one key question: How can India differentiate itself from China? In William Blair Investment Management’s podcast, The Active Share, experts discuss what it would take for India to evolve into a global economic powerhouse.
Read morePodcasts
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.
Listen to The Active ShareSubscribe To Our Blog
Sign up for Investing Insights email alerts. Receive powerful insights in your inbox.