Revenge of the Old Economy

The Active Share Podcast

Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to...

The Current State of Energy

Matthew Fleming, CFA
U.S. Equity

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...

Sustainability Critical in Extractive Industries

Yvette Babb
Emerging Markets Debt

As a final note in our conversation about metals of the future, the development of the extractive industry is inevitable considering global demand for energy and mobility— but policies must seek to ensure that any...

Seeking Opportunities in Metals of the Future

Yvette Babb
Emerging Markets Debt

Metal exporters in emerging markets (EMs) may be underappreciated given the increased demand for clean transportation created by regulation and consumer preferences—and this could bolster the outlook for frontier markets with burgeoning mining investments. As...

Rising Demand Supports Metal Exporters

Yvette Babb
Emerging Markets Debt

Emerging markets (EM) hard-currency bonds could remain volatile given the challenging global macroeconomic backdrop, but we see pockets of opportunities. In particular, metal exporters in the frontier markets may be underappreciated. That’s because regulation and...

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