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Trump

Trump Trade Tweets Tweak China

Olga Bitel, Partner
Global Equity

This weekend U.S. President Donald Trump tweeted a plan to further tax Chinese goods. But our base case is still a trade deal between China and the United States over the next one to three...

What Trump’s Tariffs Could Mean for Investors

William Blair News
News

Dan Crowe, co-portfolio manager on William Blair’s Small-Mid Cap Growth and Mid Cap Growth strategies, sat down with Investment Europe recently and discussed three potential outcomes that could arise from U.S. President Donald Trump’s order...

Trump’s Plans May Benefit Small, Mid Caps

William Blair News
News

President Donald Trump’s pro-business initiatives should benefit U.S. small and mid cap stocks and, together with a potential re-normalization of interest rates, provide significant opportunities for active managers, Robert Lanphier and Dan Crowe, co-portfolio managers...

Long-Term Focus with an Eye on Washington

Jim Golan, CFA, Partner
U.S. Equity

As bottom-up, fundamental investors focused on the long-term—three to five years—we tend not to position the portfolio around macro events. At the same time, given the potential for meaningful policy changes under the new U.S....

A TV in Every Home!

Olga Bitel, Partner
Global Equity

U.S. income inequality has increased significantly since the 1970s after several decades of stability, and there are consequences, including a rise in populism. Income inequality refers to the extent to which income is distributed in...

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