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INVESTING INSIGHTS
AT WILLIAM BLAIR

COVID-19/Coronavirus

COVID-19: The Endgame

COVID-19: The Endgame

Almost two years after the COVID-19 outbreak, much is still unknown. Why are heavily vaccinated countries such as Israel and the United States seeing record cases? Will children drive infections as we open up? And how will the economy stay on course? In this episode...

Opportunities in Middle Eastern Debt

Opportunities in Middle Eastern Debt

When assessing opportunities in emerging markets (EM) debt, we consider both top-down and bottom-up perspectives—and recently, this led us to view two high-yielding Gulf Cooperation Council (GCC) countries as potentially interesting opportunities. Top-down global...

A Recovery in Five Acts

A Recovery in Five Acts

We are in what we like to call the Mother of All Recoveries (MOFAR), but we don’t think it will expire in months or quarters: We believe it is a multiyear phenomenon that has the potential to slowly morph into something more sustainable (and it is not fully priced...

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