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Investing Insights Blog Posts

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  • IT Security Stocks: All-Weather Tires September 20, 2018
    In my view, IT security stocks are like all-weather tires—you can always build a case for owning them. That’s because the need for security rarely decreases; rather, it shifts to address emerging risks.
    Corey Tobin, Partner
  • Turkey: Back to the Policy Playbook September 17, 2018
    Amid a rapidly weakening currency and high inflation so far in 2018, all eyes were on the central bank of Turkey at its September meeting. And the central bank delivered with a rate hike of 6.25%, above the market consensus.
    Thomas Clarke, Partner
  • The Changing IT Security Landscape September 11, 2018
    Forward-thinking companies are increasingly using data to improve many aspects of their businesses. As malicious actors realize the value of this data, the need for enhanced IT security has dramatically increased, creating investment opportunities in the cybersecurity sector.
    Corey Tobin, Partner
  • Macro Market Movers: Brexit and Lira September 4, 2018
    In a recent interview on “Bloomberg Markets: European Close,” Tom Clarke, portfolio manager on William Blair’s Dynamic Allocation Strategies team reacts to Brexit Secretary Dominic Raab’s warnings of higher prices and more red tape in the event of a “no deal” withdrawal from the European Union (EU).   Additionally, Clarke shares his team’s strategy in taking […]
    William Blair News
  • No Bogeyman in China August 28, 2018
    China presents numerous opportunities for investors, but some are concerned about its debt, its property market, its old-economy companies, and the possibility of devaluation. Is the bogeyman about to jump out from under the bed?
    Todd McClone, CFA, Partner


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