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Investing Insights Blog Posts

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  • ABCs of ADRs May 24, 2018
    American Depositary Receipts (ADRs) are a relatively cost-effective way to gain international equity exposure for investors seeking to diversify portfolio exposure beyond U.S. companies. There has been significant growth in the ADR market over the past year, but investors should be mindful of transparency, liquidity, and currency risk when navigating the expanded universe.
    David Merjan, CFA
  • Why Active Currency Management Is Overlooked May 21, 2018
    The Dynamic Allocation Strategies (DAS) team has been utilizing active currency management for many years, and we hope to educate investors that active currency management can add value, especially when combined in a portfolio with equity and bond exposures.
    Thomas Clarke, Partner
  • Oil Market Yawns at Iran Deal May 17, 2018
    When U.S. President Donald Trump recently announced that the U. S. was withdrawing from the Iranian nuclear accord, oil prices barely responded. That just shows how difficult it is to get ahead of conventional wisdom.
    Brian Singer, CFA, Partner
  • Economic Scorecard: Growth Firm but Not Accelerating May 14, 2018
    Previously, I described how we use a tool called the macroeconomic scorecard to inform our fundamental research. In our Macroeconomic Scorecard series I share an updated scorecard and provide key takeaways from our analysis.
    Olga Bitel, Partner
  • China’s Innovation Boom Benefits Active Managers May 10, 2018
    In another post, I explained why the China A-Share market structure and characteristics present unique opportunities for active managers. Here, I’d like to go into detail about how those opportunities are being driven by the well-documented growth in China’s middle class combined with its innovation boom.
    Casey Preyss, CFA, Partner


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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.

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