Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
How Insurers are Embracing Technology and Change in an Evolving Risk Environment
In this episode of William Blair Thinking Presents, technology analyst Dylan Becker joins Adam Klauber, group head of the financial services and technology research sector, to discuss highlights from the seventh annual William Blair Insurance, Banking, and Wealth Technology Conference. They delve into key trends in the insurance technology space, including labor constraints, legacy modernization, and the integration of AI infrastructure.
Listen to the podcastMonthly Macro with Richard de Chazal—September 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal discusses the Federal Reserve’s 50-basis-point rate cut and its implications for future monetary policy. He explores the factors behind this decision, the muted impact of the recent tightening cycle, and what it all means for the economy moving forward.
Listen to the podcastFurniture and Home Renovations: Post-Pandemic Normalization and the Next Era of Growth
William Blair consumer analyst Phillip Blee joins William Blair Thinking Presents to explore the volatile demand for furniture and home improvement projects over the past four years and provide insights into the industry’s 2024 outlook, including key themes such as the housing market, deflation, rising ocean freight costs, and long-term growth potential.
Listen to the podcastElectricity Unplugged: From Deregulation to a Renewable Powered Future
In this episode of Plugged In With Jed Dorsheimer, Jed and Brad Viator, principal of energy advisory B Strategic, spend time discussing the significance of the PJM power auction, the role of renewables and their impact on the grid, the problem-solving potential of energy storage, and what a grid of the future may look like.
Listen to the podcastHealthcare Mosaic: Behavioral Healthcare Market
William Blair’s equity research group head of healthcare technology and services analyzes the need for behavioral healthcare services and what it means for the broader healthcare marketplace—and both public and private investors in the space.
Read moreBehavioral Healthcare: Robust Demand and Ripe for Innovation
Following the COVID-19 pandemic, the behavioral healthcare industry has experienced an unprecedented surge in the need for innovation, increased access to care, and demand for services.
Listen to the podcastMonthly Macro with Richard de Chazal—August 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal digs into myriad macroeconomic and market-related events from the past month, including ongoing market volatility, second-quarter earnings season, the intensifying presidential election, and Fed Chair Jerome Powell’s pivotal Jackson Hole speech.
Listen to the podcastExploring the Forces Reshaping the Property & Casualty Insurance Landscape
The casualty side of the insurance industry is being hit by rising levels of claims and losses. In this episode of William Blair Thinking Presents, Adam Klauber, CFA, partner, group head of the financial services and technology sector, provides a framework for understanding the depth of the issue and delves into the underlying nature and causes.
Listen to the podcastProvider Burnout: Addressing the Latest Healthcare Crisis With Emerging Technology Solutions
Ryan Daniels, CFA, partner and group head of healthcare technology and services discusses provider burnout across the U.S. healthcare market, how its creating capacity issues in the industry, and the potential for technology solutions in other workforce investments to help reduce workloads and increase access to care.
Listen to the podcast