William Blair Investment Management

Wrapping up our tour of dollarized economies in Latin America! Ecuador, Panama, and El Salvador each face unique challenges, which Jared Lou, CFA explores in this latest #JustAMinute

Aaron Socker, a portfolio specialist on our U.S. growth and core equity team, traveled to Orlando, Florida, to share strategic insights at the Eagle Wealth Summit. Aaron, along with other panelists, explored several topics, including the current economic environment, opportunities in equity investments and paradigm shifts in technology over time. The session also highlighted the impact of artificial intelligence and managing portfolio risk throughout the market cycle. A big thank you to the Eagle Wealth Summit for hosting such a valuable event!

Value stocks have faced prolonged headwinds—but could shifting economic conditions signal ripe opportunities in cyclical sectors and overlooked companies? Get Portfolio Manager Matthew Fleming’s perspective in our latest blog now: https://lnkd.in/gQ8zygGh

Which Frontier countries are the most, and least, vulnerable to increasing trade protectionism and geopolitics?  What will be the dominant drivers of returns for Frontier for the rest of 2025? What are the ratings and issuance outlooks for Frontier countries?  Find out at EMTA’s Forum on the Frontier Markets to be held on April 3, 2025 in London.  Yvette Babb (William Blair) will chair a panel discussion featuring Giulia Pellegrini (Allianz Global Investors), Anne Margrethe Tingleff (Global Evolution), Ayomide Mejabi (JPMorgan) and Ravi Bhatia (S&P Global). Thanks to our host William Blair, and to J.P. Morgan and S&P Global for their additional support.  EMTA Members can register at www.emta.org.

Yesterday marked the 5-year anniversary of our Emerging Markets Debt (EMD) Hard Currency SICAV Fund! Over the past five years, our team has worked diligently to navigate the market and find growth opportunities for our clients. We extend our thanks to our investors, partners, and team members for their support and commitment. For more information on this asset class or to gain CE credit, hear from the Head of our EMD team, Marcelo Assalin, in our series “Demystifying Emerging Markets Debt”: https://lnkd.in/gJmZE5Rd

What do bocce, investing, and career growth have in common? For Michael Cody, quantitative portfolio and trading analyst, it all comes down to strategy and being surrounded by the right teammates! Watch the video to learn about Michael’s career at William Blair and how his passion ties into his day to day at work. #OurColleagues

Is it possible to identify a market bubble before it bursts? Read our latest blog to explore the impact of artificial intelligence (AI) in today’s global economy: https://lnkd.in/g6AX2PKK

I was honored to join the DePauw University Conversations with Women Leaders podcast recently to discuss how a liberal arts mindset fosters essential skills such as discernment, continuous learning, critical thinking, and adaptability. These qualities, when paired with technical expertise, are crucial for success in the investment industry. https://lnkd.in/ggBwpqur

Discover why we believe emerging markets (EMs) present a landscape of opportunity for equity investors despite macroeconomic headwinds in our latest blog post: https://lnkd.in/gipUNf2c

At William Blair, we thrive on a culture of collaboration and ownership. The breadth of our partnership is distinct, as reflected by the number of colleagues who are owners of the business. Learn more about our global equity team here: https://lnkd.in/gjgMRkCf #DifferentByDesign