Equity Research
Capital ideas from the industry’s brightest minds.
Our award-winning equity research analysts deliver superior investment ideas and value-added perspective for more than 650 companies, across six growth-oriented sectors: consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications. William Blair’s research universe is well-diversified geographically and ranges in market capitalization with an emphasis on small- and mid-cap stocks.
700+
companies under
research coverage
158
initiations in 2021
80%
of coverage dedicated to small- and mid-cap growth companies
As of December 31, 2021
William Blair analysts seek to cover only companies that have above-average growth prospects and above-average quality. They use multiple factors to identify high-quality companies with attractive growth prospects, including the company’s product line, level of service, and management experience.
Our clients include:
- Mutual Funds
- Investment Advisory Firms
- Banks
- Pension Funds
- Insurance Companies
- Money Managers Across North America, Europe, and Asia
Through exhaustive fundamental research and unique insight derived from independent thinking, our award-winning analysts work tirelessly to identify companies that can deliver superior investment returns for our clients.
Recent News
Economics Weekly: Equities and the Tightening Cycle
What do short- and longer-term interest rates on the rise mean for the stock market?
Read more2022 Top Stock Recommendations
Each year, the Equity Research Group's individual sector groups—consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications—provide an outlook for the year ahead.
Read moreEconomics Weekly: The Fed and Inflation—A Narrative Recap
In this Economics Weekly, we reexamine the current inflation debate, with the view that we still expect inflation to moderate over the coming year to around 2.5%-3% and then drift a little lower in 2023.
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Awards and Recognition
Superior Investment Ideas
William Blair announced results in the Greenwich Associates annual survey of small- and mid-cap portfolio managers, which includes six #1 rankings.
Insights
William Blair Launches “THINKING 2021: Navigating the Path Ahead”
Economics Weekly
Insights from Richard de Chazal, CFA, our London-based macroeconomist covering the U.S. economy and financial markets.
01/21: Equities and the Tightening Cycle
01/14: Economics Weekly: The Fed and Inflation—A Narrative Recap
12/17: The Short- and Long-Term Short Rate Debate
12/03: 2022 Outlook Shifting to the Midcycle
Featured Insights
Snack to the Future
Snacking is becoming a more central feature of consumer eating habits and innovation is resulting in more healthful and functional options appealing to a wider range of consumers.
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Spotlight on the Next Major IT Labor Pool: Latin America
The rise of Latin American-centric outsourcing firms demonstrates the potential of this market and growing consensus around Latin America’s ability to help ease strains on the technology labor market.
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Defining the Distribution Tech Landscape
When looking at the rapidly emerging distribution tech sector, P&C insurance analyst Adam Klauber notes that, “Shifts in the distribution value chain are the main theme to understand and to watch over time.”
Read moreCorporate Access
Our non-deal roadshows, conferences, and investor field trips facilitate the exchange of ideas and build relationships between senior corporate management and key decision makers with leading institutional investors.
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