Видео 186
Просмотров 50 486

0:53

Renewables and EVs Boost Copper Demand

1:02

Supply Rationing Could Ease Downside Risks on Nickel Prices

0:58

Entrepreneurial Environment

1:11

Highly Collegial

0:51

Meticulous Bottom Up Analysis

1:21

Sustainable Investing: Is Momentum Accelerating?

Blake Pontius, CFA, speaks to us from the Responsible Investor Europe Conference, where themes like sustainability, corporate disclosures, and data management took center stage.
Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com
DISCLOSURE
Filmed June 2024
The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or in...

Видео

0:53

Aluminium Fundamentals Solid in Q2 2024

Просмотров 35Месяц назад

Alexandra Symeonidi, CFA, examines the robust fundamentals of the aluminium market, highlighting the pressure from rising alumina prices, the impact of European smelter shutdowns, and resilient demand driven by China's investments in renewable energy and EVs. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed June 2024 ...

1:02

Renewables and EVs Boost Copper Demand

Просмотров 36Месяц назад

Alexandra Symeonidi, CFA, explores the recent surge in copper prices driven by strong demand from China, and examines the market’s outlook for the second half of the year amidst supply challenges and potential production cuts. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed June 2024 The views and opinions expressed ...

Supply Rationing Could Ease Downside Risks on Nickel Prices

0:58

Supply Rationing Could Ease Downside Risks on Nickel Prices

Просмотров 34Месяц назад

Alexandra Symeonidi, CFA, delves into the significant expansion of nickel production in Indonesia following the 2020 export ban, its impact on global supply and prices, and the potential market effects of Indonesia's recent policy changes on nickel smelting permits. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed Jun...

1:11

Entrepreneurial Environment

Просмотров 68Месяц назад

Just as we believe in giving everyone on the team a voice, we create an environment where everyone has the opportunity to take on real responsibilities, regardless of tenure, and colleagues feel a sense of ownership because they’ve grown with the team. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The view...

0:51

Highly Collegial

Просмотров 220Месяц назад

Because collaboration is so important to our process, we strive to create an atmosphere that is conducive to the sharing-and debate-of ideas. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to chang...

1:21

Meticulous Bottom Up Analysis

Просмотров 252Месяц назад

While we account for macroeconomic factors in our analysis, we believe we add the greatest value for clients through our rigorous approach to fundamental analysis-delving into business models and industry economics. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions expressed herein are t...

0:59

Understanding Management Motivation

Просмотров 141Месяц назад

Because management decisions are a key driver of company performance, we work to become deeply familiar with the mindset and temperament of each management team. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions expressed herein are those of the speaker(s) as of the date of publication, ...

0:32

Embracing the Qualitative

Просмотров 102Месяц назад

We believe cashflow, financial returns, and other traditional quantitative markers of performance provide a good picture of present-day quality, but more difficult-to-quantify qualitative attributes indicate a company’s enduring quality. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions ...

1:00

Frontier Markets Make Positive Pivots

Просмотров 31Месяц назад

Yvette Babb gives us an update on the outlook for emerging markets debt investors. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate,...

Salvage Auto Auctions: Opportunity for Growth?

0:53

Salvage Auto Auctions: Opportunity for Growth?

Просмотров 39Месяц назад

Yan Krasov, CFA, explains why the salvage auto auction industry may present a compelling opportunity for long-term growth. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as...

AI and Healthcare: An Evolution, Not a Revolution

1:01

AI and Healthcare: An Evolution, Not a Revolution

Просмотров 57Месяц назад

Tommy Sternberg, CFA, partner, discusses the potential benefits artificial intelligence (AI) could bring to the healthcare sector. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without n...

Dynamic Opportunities in Small- and Mid-Cap Investing

0:48

Dynamic Opportunities in Small- and Mid-Cap Investing

Просмотров 72Месяц назад

Matthew Fleming, CFA, details three fundamental themes currently impacting small- and mid-cap investing. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and mark...

0:48

Global Shifts

Просмотров 49Месяц назад

Ryan Dimas explains how William Blair’s global equity team is navigating the changing landscape of non-U.S. equity markets. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed May 2024 The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice a...

Behind Korea’s Thriving Medical Aesthetic Industry

0:46

Behind Korea’s Thriving Medical Aesthetic Industry

Просмотров 1302 месяца назад

Richard Reznick, Ph.D., speaks to us from Korea, where the medical aesthetic industry is providing unique investment opportunities. Active Never Rests: Discover how active is more than just an investment approach at: active.williamblair.com DISCLOSURE Filmed April 2024 The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change withou...