Investment Management
William Blair Investment Management portfolio manager Jared Lou was quoted by Reuters in its coverage of currency and interest rate trends impacting various Latin American countries, including Mexico, and what it means for institutional investors.
“They won't be able to ease until the Fed adopts a looser stance in the actual monetary policy decisions or on the tone of their messaging,” Lou discussed during the interview.
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William Blair acted as the exclusive financial advisor to Duomed Group, a portfolio company of G Square Healthcare Private Equity, in connection with the contemplated sale to Palex Medical, a portfolio company of Apax Partners and Fremman Capital.
Read moreAbsent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
Read moreUnderstanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
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