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,...

The Digitalization of Japan

Jayesh Kannan, CFA
Global Equity

Japan is one of the most wired countries in the world, but cloud adoption is less than half of what it is in many other countries, and fewer than 10% of government administrative procedures in...

Japan’s Labor Shortage

Alaina Anderson, CFA, Partner
Global Equity

My recent trip to Japan provided insight into the workstyle reforms being pursued in the labor-challenged nation, but didn’t dissuade me from my view that the country faces challenges. That means active management is essential...

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