Insights

In-depth analysis of stocks across the market-cap spectrum.

Our research analysts offer in-depth analysis of stocks across the market-cap spectrum, albeit with a particular focus on small- and midcap companies. We strive to identify best-of-breed companies that have promising long-term outlooks with attractive, sustainable earnings growth rates.

Recent Equity Research Insights

Wednesday, September 30, 2026

Rising Prices Are Testing the Limits of Rideshare Demand

Rideshare demand remains resilient, but growing price fatigue could challenge future growth.
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Tuesday, September 29, 2026

The Home as the Future of Senior Care

The future of senior care is taking shape at home, powered by technology, policy support, and rising demand.
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Tuesday, September 29, 2026

Monthly Macro: Higher for Longer? Inflation, Interest Rates, and the AI Investment Cycle

William Blair macro analyst Richard de Chazal explains why investors may need to adjust to a world of structurally higher inflation, interest rates, and bond yields rather than expect a return to the economic conditions that defined the 2000-2020 period.
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Friday, September 25, 2026

Economics Weekly: Betting on Growth

In this Economics Weekly, Richard de Chazal examines whether growth alone can stabilize the nation’s finances, how much of that growth the tax system stands to capture, and what happens if it falls short.
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Wednesday, September 23, 2026

Why Quick-Service Restaurants Are Most Impacted by GLP-1 Usage

As GLP-1 use grows, quick-service restaurants face new pressure from consumers eating fewer meals, smaller portions, and less indulgent food.
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Friday, September 18, 2026

Economics Weekly: Where Are Rates Heading? A Look at Tightening Cycles and 10-Year Yields

In this Economics Weekly, Richard de Chazal takes another look at interest rates, examining how high rates are likely to go in the current cycle relative to past Fed tightening cycles.
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Thursday, September 17, 2026

Gene Editing Grows Up: From Breakthrough Science to Approved Therapies

From sickle cell disease to cardiovascular conditions, gene editing is advancing rapidly as new delivery platforms expand what these therapies may be able to treat.
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Tuesday, September 15, 2026

Moving Continues Driving Big Home Upgrade Decisions

Homeowners planning to move are far more likely to renovate, particularly for larger, higher-value projects.
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Monday, September 14, 2026

How Technology Is Reshaping the Client Experience in Insurance Brokerage

Technology is changing what clients expect from insurance brokers, creating faster service, smarter insights, and seamless digital access essential to retention.
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