Multi-Asset/Alternatives

RELATED FUNDS: Macro Allocation

Trade Wars: Is Trump Bluffing?

Among the morsels of information the market needs to digest in 2017 are the impact of a Donald Trump presidency ...
READ POST

Our Outlook on Oil Prices

Fundamental valuation is the foundation of our investment process. We want to buy markets and currencies that are priced below ...
READ POST

Why We’re Starting to Re-Risk

As several global investment opportunities get more interesting and key headwinds continue to dissipate, we’ve gradually been increasing risk in ...
READ POST

Fed No Longer Controls Rates

I’ve written previously about how central bank policies across the globe are manipulating asset prices. To recap, the Bank of ...
READ POST

Asian Developments Drive Currency De-Risking

Two developments in Asia have caused us to recently change our currency strategy, and both fell outside of fundamental valuation ...
READ POST

Why We Focus on Currencies

When I began managing multi-asset investments in 1990, I believed fundamental valuation was the way to create superior performance. Today, ...
READ POST

Populist Ground Swell Surges

We often talk about the ground swell of populism that has taken hold in many parts of the developed world ...
READ POST

Central Bank Activity Manipulating Asset Pricing

I often speak of fundamental value as the tide that inexorably pulls prices toward it over longer time horizons, and ...
READ POST

How Geopolitical Forces Influence Markets

In our post-Cold War world, geopolitical developments have become larger and more frequent—and because these developments affect market and currency ...
READ POST

You Can’t Avoid the Consequences of Avoiding Reality

The second stage of our investment process, the understanding of Why prices deviate from their fundamental values, helps us navigate ...
READ POST
Loading...

SUBSCRIBE NOW

Gain insights on macro market events, the economy, and investing strategies.
Receive our latest blog posts in your Inbox. Stay up to date and subscribe now.

SIGN UP

FOLLOW US

twitterfooteryoutubefooterfacebookfooter

RSS FEED

Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus, which you may obtain by calling +1 800 742 7272. Read it carefully before you invest or send money. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This material is provided for informational purposes only and is not intended as investment advice or a recommendation to buy or sell a particular security. Any investment or strategy mentioned herein may not be suitable for every investor.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

Copyright © 2017 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

Statement of Financial Condition | NMS Rule 605 & 606 | Business Continuity Plan | UK Stewardship Code
Cookie Policy | Social Media Disclaimer | Privacy & Security | FINRA’s BrokerCheck

seehow-ad

TWEETS

Archives

QUOTED

“Central banks are encouraging the taking of risk–at some point that game of musical chairs will end, and we don’t want to be the one caught without the chair.”

Brian Singer | Read Post

“It is not too far-fetched to think of a company such as Google launching an asset-management platform, just as Amazon disrupted traditional retailers.”

Stephanie Braming | Read Post

FOLLOW US

twitterfooteryoutubefooterfacebookfooter

RSS FEED

Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus, which you may obtain by calling +1 800 742 7272. Read it carefully before you invest or send money. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This material is provided for informational purposes only and is not intended as investment advice or a recommendation to buy or sell a particular security. Any investment or strategy mentioned herein may not be suitable for every investor.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

Copyright © 2017 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

Statement of Financial Condition | NMS Rule 605 & 606 | Business Continuity Plan | UK Stewardship Code
Cookie Policy | Social Media Disclaimer | Privacy & Security | FINRA’s BrokerCheck

Logo Header Menu