Equities Play a Waiting Game

Ken McAtamney, Partner
Global Equity

The waiting game continues for the U.S. Federal Reserve (Fed) and other major central banks to cut interest rates this year. In the meantime, however, global equities have performed well. As discussed at the beginning...

Our 2024 Global Outlook

The Active Share Podcast

Will 2024 be the first year of “normal” economic expansion post-COVID? In this episode of The Active Share, Hugo sits down with William Blair’s Olga Bitel, partner, global strategist, and Simon Fennell, partner, portfolio manager,...

Red Sea Rising: The Investor Impact

Rob Lanphier, Partner
U.S. Equity

While globalization has benefited consumer and commercial establishments for thousands of years, it has begun to slow down in recent years, facing increased backlash as supply chains experience various kinds of disruption. COVID-19, tariffs, geopolitical...

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