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Client Focus

For and about clients, Client Focus features insights from William Blair thought leaders on the latest trends driving today’s markets. The latest edition focuses on the benefits of portfolio diversification, potential trade and tariff outcomes, and unique investment opportunities.

Expanding Your Investment Horizons

  • Brent Gledhill

    CEO Perspective: Diversification’s Vital Role in Risk Management

    After a tumultuous quarter driven by heightened geopolitical and market uncertainty, Brent Gledhill discusses the vital role diversification plays in managing risk.

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  • Designing Portfolios With Purpose: Fixed-Income Investments

    Optimize portfolio diversification by incorporating longer-term fixed-income investments with William Blair’s capabilities.

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  • The Trade-Offs of Tariffs: Compelling Growth Opportunities

    In a recent episode of William Blair Investment Management’s podcast, The Active Share, experts discuss tariff implications and compelling growth opportunities in Europe and China.

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  • Retail Resilience Amidst Uncertainty

    Consumer behavior often helps gauge the overall health of the economy. William Blair’s Phillip Blee breaks down the potential impact of trade tensions and how retailers may prepare for further developments.

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  • Michele Speaks and David Warnock Adding Vibrance to Baltimore Art Community

    For these William Blair clients, art isn’t just a decoration; it’s a form of storytelling and a major source of fulfillment. Learn how their foundation empowers others to find enrichment in their communities.

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  • Diversifying Your Retirement Contributions

    For those focusing on their retirement savings, volatile markets aren’t a time to retreat—they're a time to stay committed.

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Resources

  • Designing Portfolios With Purpose: Fixed-Income Investments

    Optimize portfolio diversification by incorporating longer-term fixed-income investments with William Blair’s capabilities.

    Read more
  • Diversifying Your Retirement Contributions

    For those focusing on their retirement savings, volatile markets aren’t a time to retreat—they're a time to stay committed.

    Read more
  • Your 2025 Tax Reference Guide

    Taxes don’t have to be taxing. Review William Blair’s tax reference guides so you’ll know exactly what to expect and how to prepare when you file your taxes.

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  • 2025 Wealth Planning and Philanthropy Strategies

    Last year’s election results have set the stage for significant changes in tax legislation. We explore several strategies you might consider to help you meet your financial, wealth-transfer, and philanthropic goals.

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  • Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked

    As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.

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  • Did You Know? Family Office Solutions, Corporate & Executive Services, Corporate Retirement Services

    Does your family need a family office? Are you an executive interested in trading plans, concentrated stock solutions, or tax mitigation strategies? Are you fulfilling your fiduciary obligations as a plan sponsor?

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  • Did You Know? Borrowing and Lending, Cash Management, and Fixed Income

    From using eligible assets as collateral to accessing cash to reevaluating investment strategies, investors can count on us to activate their capital with purpose and precision.

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  • Did You Know? Philanthropy, Planning, and Pre-Liquidity Capabilities

    From philanthropy strategy and wealth planning to lending and alternative investments, William Blair brings best practices, experience, and a deep subject matter expertise to the discussion.

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References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations. Past performance does not guarantee future results. This is not in any sense a solicitation or offer of the purchase or sale of securities. The factual statements herein have been taken from sources we believe to be reliable, but such statements are made without any representation as to accuracy or completeness or otherwise. Opinions expressed herein are our own unless otherwise stated and are current opinions as of the date appearing in this material only. These materials are subject to change without notice. From time to time, William Blair & Company, L.L.C. or its affiliates may buy and sell the securities referred to herein, may make a market therein, and may have long or short position therein. Prices shown are approximate. This material is distributed in the United Kingdom and European Economic Area (EEA) by William Blair International, Ltd., authorized and regulated by the Financial Conduct Authority (FCA), and is directed only at, and is only made available to, persons falling within Article 9, 38, 47, and 49 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (all such persons being referred to as “relevant persons”). This document is intended for persons regarded as professional investors (or equivalent) and is not to be distributed or passed on to any “retail clients”. No persons other than persons to whom this document is directed should rely on it or its contents or use it as the basis to make an investment decision.

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