Multi-Asset/Alternatives

RELATED FUNDS: Macro Allocation

Market Volatility: An Impending Avalanche?

Market Volatility: An Impending Avalanche?

Since January 26, we have seen a steep decline in equity markets—the kind of development that pulls news from the ...
READ POST
Two-Dimensional Risk Models Create Full Picture

Two-Dimensional Risk Models Create Full Picture

I have written previously about how we use two proprietary, forward-looking risk models to guide portfolio construction. I would like ...
READ POST
Which Catalyst Will Trigger Next Downturn?

Which Catalyst Will Trigger Next Downturn?

Investors often ask how we are positioned to withstand a market downturn, which potential catalysts we are monitoring, and what ...
READ POST
An Unexpected Book Club

An Unexpected Book Club

Within an investment team might not be the first place one would expect to find a thriving book club, but ...
READ POST
Markets Focusing on Ripples, Not Waves

Markets Focusing on Ripples, Not Waves

Today’s market continues to focus more on headline-making events that are not necessarily material to the investment landscape, while ignoring ...
READ POST
Conventional Wisdom in Asia: Warning Sign?

Conventional Wisdom in Asia: Warning Sign?

We have recently trimmed some Chinese equity exposure, as conventional wisdom about China growth has now fully gravitated toward our ...
READ POST
Malaysian Politics Get Strange

Malaysian Politics Get Strange

We don’t hear much about Malaysia when discussing geopolitics, but the nation of 30 million plays a significant role as a ...
READ POST
Abe Regains Footing—Thanks to North Korea

Abe Regains Footing—Thanks to North Korea

A recent research trip confirmed our longstanding view that Japan’s political environment remains relatively stable, despite Prime Minister Shinzō Abe’s ...
READ POST
Three Conflicts to Watch in China

Three Conflicts to Watch in China

When it comes to North Korea, China can’t help but be dragged into any and all political conversations, and at ...
READ POST
Has Market Positivity Run Its Course?

Has Market Positivity Run Its Course?

Conventional wisdom—which we refer to as the view of the marginal investor—is uniformly positive regarding global growth. This positivity concerning ...
READ POST
Loading...

SUBSCRIBE NOW

Gain insights on macro market events, the economy, and investing strategies.
Receive our latest blog posts in your Inbox with headlines like:

SIGN UP

FOLLOW US

twitterfooterlinkedinfooteryoutubefooterfacebookfooter

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 content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

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 © 2018 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

v

TWEETS

Archives

QUOTED

“While most Fed watchers are focused on what the policymakers will do with the federal funds rate, a more interesting topic may be the so-called ‘FedTrade.’ ”

Paul Sularz | Read Post

“Rising income inequality can have a broad effect on the economy, reducing aggregate demand for goods and services, which can hurt businesses.”

Olga Bitel | Read Post

FOLLOW US

twitterfooterlinkedinfooteryoutubefooterfacebookfooter

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 content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

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 © 2018 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

Send this to friend