Blog

INVESTING INSIGHTS
AT WILLIAM BLAIR

Ken McAtamney, Partner

Head of the Global Equity Team, Portfolio Manager

Ken McAtamney, partner, is the head of the global equity team and a portfolio manager for William Blair’s International Growth, Global Leaders, and International Leaders strategies. Ken is also a member of the Investment Management leadership team. He was previously co-director of research and a mid-large-cap industrials and healthcare analyst. Before joining William Blair in 2005, Ken was a vice president at Goldman Sachs and Co., where he was responsible for institutional equity research coverage for both international and U.S. equity. Before that, he was a corporate banking officer with NBD Bank. Ken received a B.A. from Michigan State University, and an M.B.A. from Indiana University.

Equities Play a Waiting Game

Ken McAtamney, Partner
Global Equity

The waiting game continues for the U.S. Federal Reserve (Fed) and other major central banks to cut interest rates this year. In the meantime, however, global equities have performed well. As discussed at the beginning...

The Broadening of Market Leadership

Ken McAtamney, Partner
Global Equity

Market leadership began to broaden throughout the third quarter relative to the narrowly led performance we experienced in the first half of the year. As discussed in previous quarters, we believe that we are now...

Market Momentum Dominates Headlines

Ken McAtamney, Partner
Global Equity

Dominating headlines in the second quarter was the market momentum in the United States, which was largely driven by mega-cap technology amid enthusiasm around artificial intelligence (AI). While outperformance in the United States was narrowly...

Settling in for the Long Haul

Ken McAtamney, Partner
Global Equity

As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away...

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