Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
Furniture and Home Renovations: Post-Pandemic Normalization and the Next Era of Growth
William Blair consumer analyst Phillip Blee joins William Blair Thinking Presents to explore the volatile demand for furniture and home improvement projects over the past four years and provide insights into the industry’s 2024 outlook, including key themes such as the housing market, deflation, rising ocean freight costs, and long-term growth potential.
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Electricity Unplugged: From Deregulation to a Renewable Powered Future
In this episode of Plugged In With Jed Dorsheimer, Jed and Brad Viator, principal of energy advisory B Strategic, spend time discussing the significance of the PJM power auction, the role of renewables and their impact on the grid, the problem-solving potential of energy storage, and what a grid of the future may look like.
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Healthcare Mosaic: Behavioral Healthcare Market
William Blair’s equity research group head of healthcare technology and services analyzes the need for behavioral healthcare services and what it means for the broader healthcare marketplace—and both public and private investors in the space.
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Behavioral Healthcare: Robust Demand and Ripe for Innovation
Following the COVID-19 pandemic, the behavioral healthcare industry has experienced an unprecedented surge in the need for innovation, increased access to care, and demand for services.
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Monthly Macro with Richard de Chazal—August 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal digs into myriad macroeconomic and market-related events from the past month, including ongoing market volatility, second-quarter earnings season, the intensifying presidential election, and Fed Chair Jerome Powell’s pivotal Jackson Hole speech.
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Exploring the Forces Reshaping the Property & Casualty Insurance Landscape
The casualty side of the insurance industry is being hit by rising levels of claims and losses. In this episode of William Blair Thinking Presents, Adam Klauber, CFA, partner, group head of the financial services and technology sector, provides a framework for understanding the depth of the issue and delves into the underlying nature and causes.
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Provider Burnout: Addressing the Latest Healthcare Crisis With Emerging Technology Solutions
Ryan Daniels, CFA, partner and group head of healthcare technology and services discusses provider burnout across the U.S. healthcare market, how its creating capacity issues in the industry, and the potential for technology solutions in other workforce investments to help reduce workloads and increase access to care.
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Monthly Macro with Richard de Chazal—July 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal touches on inflation’s continued downward trajectory, the recent market rotation toward small-cap stocks, and June’s strong retail sales report.
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PFAS Solutions (Part 2): The Potential Impact of Loper Bright on the PFAS Market
In this episode of William Blair Thinking Presents, Tim Mulrooney, group head of global services, follows up on his last episode about the PFAS market to detail how the recent Supreme Court ruling known as Loper Bright could have far-reaching implications for all types of regulations, including environmental ones like PFAS.
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