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Analysis

Frozen by the entanglement of risk

Equity prices in continental Europe and emerging markets, including China, are below fair value, and present an opportunity for investors, but the ‘entanglement of risk’ in current markets is making Brian Singer, partner and head of dynamical allocation strategies team, William Blair cautious. William Blair typically targets around 10 per cent volatility in its portfolios, […]
FIS Oxford '15

Macro diversification: How do investors diversify risk?

“Geopolitics does matter and how to navigate geopolitical events on a portfolio is challenging,” argues Tom Clarke, partner and portfolio manager at William Blair speaking at the Fiduciary Investors Symposium at Rhodes House, Oxford University. In a session dedicated to macro strategies for investors to best navigate today’s complex investment universe and diversify risk, Clarke argues that “hiding” from […]
FIS Amsterdam

Global economic growth evolving

Olga Pomerantz, economist at Chicago-based William Blair & Company, offered delegates at  the Fiduciary Investors Symposium reasons to be positive. Pomerantz says the factors inhibiting growth from 2009 until last year have altered and that global economic growth is starting to evolve. She notes stronger growth in developed markets, where growth in the US has […]