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INVESTING INSIGHTS
AT WILLIAM BLAIR

Inflation

Settling in for the Long Haul

Ken McAtamney, Partner
Global Equity

As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away...

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
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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