Showing 8 Insights
China-Seeing the Forest for the Trees | May 2012
As the driving force of global growth, China represents the key concern for the global economy. China has grown at or near double-digit rates for three decades. Whether for bulls or bears, the central questions are, when should we expect growth to moderate and how sharp of a slowdown is likely? What follows is our attempt to quantify China’s growth prospects in the current decade.
China-Seeing the Forest for the Trees - PDF - May 2012
Global Strategy and Outlook | November 2011
George Greig, William Blair & Company's Global Strategist for Investment Management, recently provided his 11th Annual Global Market Outlook. Mr. Greig assessed the condition of the global economy and provided an outlook for the investment environment in 2012 and beyond.
Global Strategy and Outlook - PDF - November 2011
Global Strategy and Outlook | November 2010
In this Global Strategy and Outlook presentation, W. George Greig, our Global Strategist for Investment Management and member of the William Blair Executive Committee, reviewed where we stand in the evolution of the global economy and how that relates to prospects for global markets and for stock investing.
Global Strategy and Outlook - PDF - November 2010
Investing in Emerging Markets | September 2010
Economist Olga Pomerantz of our Investment Management group discusses why investors should be looking at emerging markets, what drives GDP (gross domestic product) growth and why it suddenly accelerates in some places and not in others, and makes the case for three popular emerging markets.
Investing in Emerging Markets - PDF - September 2010
Electricity Sector in China - Poised for Further Growth | August 2010
Economist Olga Pomerantz of our Investment Management group discusses China's electricity sector, which has been relatively less robust in 2010 compared with other sectors of the economy. Despite the recent slowdown, she believes China will continue to invest in generating capacity on a large scale.
Electricity Sector In China Poised for Further Growth - PDF - August 2010
Understanding Risk in Fixed Income Portfolios - A New Field Guide for Investors | January 2010
Christopher Vincent, head of the fixed income group in Investment Management, describes the need for investors to reevaluate risk within their fixed income portfolios in the wake of the credit crisis. Vincent provides William Blair & Company's definition of "core" fixed income investing and explains why it is imperative for investors to look beyond a fund's name to determine its true investment strategy and risk/return profile.
Understanding Risk in Fixed Income Portfolios A New Field Guide for Investors - PDF - March 2010
2009 US Growth Equity Market Review - A Year of Mean Reversion | January 2010
What really happened in 2009? The year may best be described as a year of mean reversion for U.S. equities; a year in which the worst stocks of 2008 did best in 2009, and vice versa. But what were underlying fundamental factors driving this price momentum reversal? Was there a low-quality bias in the market in 2009?
2009 US Growth Equity Market Review A Year of Mean Reversion - PDF - January 2010
Small and Mid Cap Allocations to Drive Near- and Long-Term Excess Returns | December 2009
Patrick Quinn, an equity specialist in our Investment Management group, reviews U.S. equity opportunities across capitalizations with implications for tactical positioning and long-term allocations.
Small and Mid Cap Allocations to Drive Near- and Long-Term Excess Returns - PDF - December 2009