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

Friday, March 6, 2026

Economics Weekly: Iran, Energy, and the New Rules of Global Power

In this Economics Weekly, Richard de Chazal attempts to lay out our view of the conflict, how this fits into the global geopolitical framework, and what this might mean for financial markets.
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Wednesday, March 4, 2026

Monthly Macro: AI Anxiety, Software Selloffs, and the Search for Winners

In this episode of Monthly Macro, macro analyst Richard de Chazal and William Blair’s co-head of technology, media, and communications research, Jason Ader, unpack the sharp selloff in software stocks and the growing fear around AI-driven disruption.
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Monday, March 2, 2026

Revolutionizing Cross-Border Business Payments

A faster, cheaper, always-on way to move money—stablecoins are transforming cross-border commerce.
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Thursday, February 26, 2026

Political Pressure and the Fragile Independence of the Fed

Political pressure and rising debt are quietly testing the Federal Reserve’s independence, having potentially profound implications for inflation and markets.
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Wednesday, February 25, 2026

AI and the Future of Healthcare Billing: A Breakthrough for Providers and Investors

By automating routine tasks, AI streamlines operations, reduces manual labor, accelerates payment cycles, and more.
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Wednesday, February 25, 2026

Is AI Driving the Productivity Boom?

While AI’s most significant impact may be yet to come, today’s productivity surge is driven less by artificial intelligence and more by post-pandemic investment cycles and tightening labor markets.
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Friday, February 20, 2026

Rare Earths: Navigating China’s Restrictions and the U.S. Response

The Department of Defense has invested more than $439 million in rare earth projects since 2020. Learn more about how these elements are essential to modern technology.
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Friday, February 20, 2026

Economics Weekly: Modern Day Engels’ Pause Is Not the Inevitable Outcome of AI

In this Economics Weekly, Richard de Chazal constructs a few scenarios around the current AI revolution and why we should not view that outcome as an unfortunate accident, but rather as a result of the decisions we make today.
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Wednesday, February 18, 2026

The Agentic Era: Vertical Software’s New Growth Engine

From automating entire workflows to unlocking trillions of dollars in new enterprise value, AI is transforming vertical software. Learn why industry-specific platforms are poised to lead the next wave of productivity and growth in the Agentic Era.
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