Fireside Chat:
Identifying Growth Across Sectors and Globally

Emerging market debt is an under-researched and under-owned asset class – and that adds up to potential for returns and diversification. Why should institutional investors consider adding EM debt to their portfolios? And where does it fit, holistically speaking?

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Don’t Overlook Potential in Emerging Market Debt

Secular Trends Driving Growth in Emerging Markets

Investment Opportunities in the Public Cloud

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With Todd McClone, Portfolio Manager, Global Equity Team

With Jared Lou, Portfolio Manager, Emerging Markets Debt Team

With Jim Golan, Co-Portfolio Manager, Large Cap Growth Strategy

Learn more at active.williamblair.com

Secular trends are driving growth in a changing emerging markets landscape. How are EMs changing? What are the key secular growth trends? And which markets should investors focus on?

The cloud has barely scratched the surface of its growth potential. How big could it get? What types of businesses and industries should investors see as potential beneficiaries of that growth?

Digitalization Trend Across Multiple Growth Themes

With Hugo Scott-Gall, Portfolio Manager, Co-Director of Research, Global Equity Team

Why should investors be considering this important growth driver? And how will it affect decisions across multiple themes?