investment themes

Investment Strategy

William Blair’s positive outlook

American fund manager William Blair has named its top-three investment themes for 2013, nominating attractive valuations in China, the US domestic housing market and the stabilisation of the European financial sector as the stories to watch. Executives from the Chicago-based firm, which has a 70-plus-year history in investment markets, were in Australia in February to […]
Investment Strategy

Create opportunity from market volatility

Against a backdrop of market volatility and deep investor disquiet, this year’s research from Create and Principal Global Investors, Market volatility: friend or foe?, seeks to distil the lessons learned from and strategies for navigating this challenging environment successfully. Methodology involved participants first answering questions relating to four key areas. Consequently, emerging investment themes were […]