Opportunities in Value Strategies

Opportunities in Value Strategies

Following a long period of outperformance for growth, value has had a strong resurgence. In this video, Bill Heaphy, CFA, a portfolio manager and head of William Blair’s U.S. value equity team, breaks down why he believes the current value cycle still has room to run;...

The Current State of Energy

The Current State of Energy

The energy sector has undergone immense change since 2020. In this video, Matt Fleming, CFA, a co-portfolio manager and research analyst on William Blair’s U.S. value equity team, discusses which areas of the energy sector stand out right now, in his opinion; our...

What’s Driving U.S. Dollar Strength?

What’s Driving U.S. Dollar Strength?

As of mid-October, the U.S. dollar was trading at levels not seen since the early 2000s, when the U.S. Federal Reserve (Fed), under then-chairman Alan Greenspan, was raising interest rates to respond to a rapidly growing economy. In the past year, the U.S. dollar...

The End of the World As We Know It

The End of the World As We Know It

There’s no debating that we’re in tumultuous times, but who’s coming out ahead and who will be left behind? We asked geopolitical strategist Peter Zeihan, critically acclaimed author of The End of the World is Just the Beginning: Mapping the Collapse of Globalization....

China: 5 Questions

China: 5 Questions

China’s future growth is uncertain amid risks stemming from domestic issues (structural, economic, and societal), increased tensions with the United States, and deglobalization. And that has investors wondering about the outlook for Chinese equities. Here are the top...

Left Menu Icon