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Market Outlooks
The Case for Semiconductors
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Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Market Outlooks
What’s Shaping India? 5 Emerging Trends
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Would India’s governmental reforms and advancements in digital infrastructure help sustain optimism?
Market Outlooks
Regional Bank Update
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When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment.
Regulatory Education
William Blair CE Credits - Gain Actionable Insights Today
To learn is to be empowered. We’re excited to offer continuing education (CE)-accredited courses to enhance your knowledge and perspective. Watch our on-demand courses and start earning credit today.