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Healthcare Disruptors

Healthcare Disruptors

Recent advancements in medical modalities—such as cell/gene therapies, immune-oncology, and RNA-based medications—have led many researchers to believe that healthcare has entered a virtuous cycle of innovation. While in some cases these developments have been evolving...

The New Cold War: China

The New Cold War: China

China’s relationship with the United States and the global economy is a critical factor that has the potential to dramatically shape economic growth and investment opportunities, not only in China but also globally. We thus believe that it is critical for investors to...

COVID-19: Stress Testing

COVID-19: Stress Testing

While the full impact of COVID-19 on the global economy is still unknowable, we are gaining perspective on its economic impact, and thus its investment implications. Captured below are perspectives from each of our investment teams. We are stress-testing companies...

Focused Stock Picking in Short-Term Noise

Focused Stock Picking in Short-Term Noise

In the midst of headline news focused on signs of an economic slowdown, political gridlock in the U.S, and concerns about trade negotiations with China, many investors are struggling to stay hopeful. But William Blair Large Cap Growth Fund Portfolio Managers Jim Golan...

Benefits of Cognitive Diversity

Benefits of Cognitive Diversity

Successful investment management firms of the future will be investment led and foster a culture of intellectual curiosity and diverse thinking, said Stephanie Braming, CFA, partner, global head of investment management at William Blair, in a recent interview with the...

See What Drives Corporate Performance

See What Drives Corporate Performance

Identifying companies that can generate and sustain strong value creation for their investors provides the opportunity to outperform the markets, said Andy Flynn, co-portfolio manager on the William Blair Global Leaders strategy, in a recent Forbes interview with...

What Trump’s Tariffs Could Mean for Investors

What Trump’s Tariffs Could Mean for Investors

Dan Crowe, co-portfolio manager on William Blair’s Small-Mid Cap Growth and Mid Cap Growth strategies, sat down with Investment Europe recently and discussed three potential outcomes that could arise from U.S. President Donald Trump’s order to impose tariffs on steel...

Poll Results: ESG Factors in Investment Decisions

Poll Results: ESG Factors in Investment Decisions

We polled our blog readers on whether they think environmental, social, and governance (ESG) factors affect investment decisions and here is what they said: A majority (62%) of respondents said they consider ESG factors when making investment decisions Over half (52%)...

Trump’s Plans May Benefit Small, Mid Caps

Trump’s Plans May Benefit Small, Mid Caps

President Donald Trump’s pro-business initiatives should benefit U.S. small and mid cap stocks and, together with a potential re-normalization of interest rates, provide significant opportunities for active managers, Robert Lanphier and Dan Crowe, co-portfolio...

Blog Poll Results: Will Inflation Accelerate?

Blog Poll Results: Will Inflation Accelerate?

Our blog readers have weighed in on our U.S. inflation and emerging markets outlook blog poll, and here are the results: Most of our readers (75%) think that U.S. inflation will grow moderately over the next 18 months And about two-thirds of respondents have a neutral...

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