Market Momentum Dominates Headlines

Ken McAtamney, Partner
Global Equity

Dominating headlines in the second quarter was the market momentum in the United States, which was largely driven by mega-cap technology amid enthusiasm around artificial intelligence (AI). While outperformance in the United States was narrowly...

Investing in Health and Wellness

Nancy Aversa, CFA, Partner
U.S. Equity

Health and wellness are not confined to New Year’s resolutions—they are a state of mind and being that has grown into a trillion-dollar global economy. This rapid growth was spurred on largely by the COVID-19...

A New Era of Investing Dawns

Ken McAtamney, Partner
Global Equity

As we settle into the first quarter of 2023, it’s worth discussing the current cycle and the implications for markets in 2023—but the bigger issue is the developing likelihood we have begun to shift into...

2023: Our U.S. Teams Weigh In

William Blair News

Tightening monetary policy drove rising 10-year Treasury bond yields and pressured equity valuations in 2022. While impossible to predict what 2023 has in store—especially because interest-rate changes can have a lagged effect on corporate earnings—we...

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