Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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Economics Weekly: Valuations and Bubbles
In this Economics Weekly we again discuss the issue of a stock market bubble, with the view that parts of the market are very richly valued on some measures and market return expectations should be tempered, but today’s market would not yet seem to qualify as a bubble.
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Specialty Care at a Crossroads: Innovation, Costs, and the Future of Value-Based Care
Ryan Daniels, William Blair’s group head of healthcare technology and services, returns to discuss the accelerating transformation of specialty care in the face of rising acuity, delayed diagnoses, and regulatory shifts. From bundled payments to AI-driven coordination, this episode explores how providers and investors are reshaping oncology, cardiology, and other high-impact disease states.
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Economics Weekly: Is Slowing Employment Growth Demand- or Supply-Driven?
Chair Powell’s comments at the press conference for the latest FOMC meeting highlight one of the biggest challenges for the Fed (and financial market participants) at the moment—deciding how much of the slowdown in the labor market is due to a shortage in the supply of workers and how much is due to softening demand.
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Tapping Into the World of Water
In a recent report by William Blair’s Brian Drab and Trevor Sahr, we highlight global problems related to water, including water scarcity, aging infrastructure, and water quality and contamination. The report also details several solutions that we believe are critical to addressing these problems.
