Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
Generative AI: The New Frontier of Automation
Generative AI has been all the rage this year, propelling an entire sector and creating an unprecedented level of excitement among millions of users of this new software. But, as Equity Analyst Arjun Bhatia explains, we’re just getting started with this transformative, yet nascent, technology.
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William Blair Thinking Presents—Restaurant Automation: An Idea Whose Time Has Finally Come?
In this inaugural episode, William Blair equity research group heads Sharon Zackfia and Larry De Maria discuss how automation and robotics are expected to have a significant impact on the restaurant industry by increasing efficiency, consistency, and profitability.
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The Latest Inflation Reading Casts Doubts on a Fed Pause in June
The Fed’s favorite inflation data was clearly disappointing, and while the trend rate is still for disinflation, it raises some doubts about current expectations for a pause in June.
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Plugged In With Jed Dorsheimer—Understanding Energy’s Relationship to Our Economy
In this inaugural episode, William Blair energy and sustainability equity research group head Jed Dorsheimer interviews Dr. David Murphy, associate professor of environmental studies at St. Lawrence University, to discuss the energy transition, the relationship between energy and our economy, and how the laws of thermodynamics can inform capital allocation strategies.
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Catalysts of an Evolving Tech Labor Market
The market for tech talent has experienced a volatile several years. Equity Analyst Maggie Nolan explains that despite the layoffs, a deficit of qualified tech talent persists, and companies that embrace partnerships and different shoring models will have access to a more resilient and dynamic pool of talent.
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Something Old, Something New: The Renaissance of Radiopharmaceuticals
Equity Analyst Andy Hsieh discusses in a two-part series why radiopharma—a science with origins over a century old—is now on the cutting-edge of precision medicine. In this first video, he outlines the remarkable innovations of both diagnostics and therapeutic radioisotope application.
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The Trillion Dollar Solution: How Tech Innovation is Transforming Diabetes Care
As one of the most prolific ailments, diabetes warrants attention. But with breakthroughs such as continuous glucose monitoring (CGM) through AI and machine learning, Equity Analyst Margaret Kaczor explains why millions of diabetes patients have reasons to be optimistic about future treatments via a growing medtech industry.
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How Targeted Therapy Breakthroughs are Improving Alzheimer's Treatment
Recent breakthroughs with Alzheimer’s-modifying treatments bring new hope for the over 6 million patients, their family members, and caregivers in the U.S. Hear why Myles Minter believes there’s more to come with such targeted therapy innovations.
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A Perspective on Corporate Earnings: First Quarter 2023
As earnings season gets underway, investor focus will be on the impact of the recent banking crisis, as well as what results may tell us about the cyclical outlook and indications of a potential recession.
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