As we entered 2022, the relative case for non-large caps looked exceptionally appealing. That outlook proved reasonable, with small-mid caps performing essentially in line with the S&P 500 Index after more than a decade of...
AT WILLIAM BLAIR
Inflationary pressures are rising, driving up input costs in the form of materials, components, and labor. With U.S. equities at high absolute valuations, there is little room for companies reporting “in-line” quarters, let alone earnings...
It’s often said that “we live in interesting times,” and that phrase certainly applies today. A U.S. presidential election is just days away. A global pandemic is strengthening in intensity, with the timing and effectiveness...
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