Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
The Potential Impact of GLP-1s on Restaurants and Fitness Clubs
Will consumer relationships with restaurants and fitness centers change as GLP-1s grow in popularity? Sharon Zackfia, group head of consumer research, breaks down the results of two recent proprietary surveys conducted to gain insight into whether reduced caloric consumption among GLP-1 users could lead to a sales slowdown for restaurants and provide a material tailwind for fitness companies.
Listen to the podcastGLP-1s: The $100 Billion Answer to a Trillion-Dollar Question
Ryan Daniels, CFA, partner and group head of healthcare technology and services, discusses the impact of GLP-1 drugs on healthcare spending and care delivery, along with the need for healthcare services and digital health providers that can help employers and consumers effectively manage the emerging wave of GLP-1 drugs.
Listen to the podcastMonthly Macro with Richard de Chazal—February 2024
A hard, soft, or no landing? Listen as macro analyst Richard de Chazal discusses the latest in macroeconomic news, including a more hawkish Jerome Powell, a red-hot S&P 500, fourth-quarter earnings, and a hotter-than-anticipated CPI report.
Listen to the podcastThe Economics Behind the GLP-1 Phenomenon
Equity research analyst Ryan Daniels examines the growing impact of GLP-1 drugs on healthcare spending and care delivery, along with the needs for health providers, employers, and consumers to effectively manage the emerging wave of GLP-1 drugs.
Read moreScratching Below the Surface of the Economic Data
While some may be declaring victory in the recession/no-recession debate, there is plenty of evidence to suggest that growth may not be nearly as strong as it seems to be on the surface. Richard de Chazal examines the six data points he believes investors should be cognizant of.
Read moreHow Advertising Executives are Navigating Budget Changes in 2024
As economic conditions improve, so too does confidence among advertising executives about their 2024 budget allocations. In this episode of William Blair Thinking Presents, research analyst Ralph Schackart walks through the results of his latest quarterly digital advertising executive survey, including how digital ad spending has changed in recent months and 2024 budget forecasts.
Listen to the podcastWhat Today’s Inventory Cycle Is Telling Us About Future Growth
Inventory cycles play an important role in understanding economic growth, inflation, and corporate profitability. Macro analyst Richard de Chazal details a variety of factors that are impacting companies’ ability to manage their inventories so far in 2024.
Read moreAdvanced Manufacturing in the U.S.: The Future is Now
As companies look to bring manufacturing efficiently closer to the point of consumption, equity analyst Brian Drab details why advanced manufacturing, including 3D printing, will continue to change the entire manufacturing industry here in the U.S.—and worldwide.
Watch the videoHow Material Science Companies are Changing the Industrials Landscape
Material science tech companies are positively disrupting traditional products by melding innovation with sustainability. Equity analyst Ryan Merkel, CFA, explores why two markets—construction and packaging—are ripe for change.
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