Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
Cell Therapy and Autoimmune Disorders: Expanding CAR-Ts’ Utility Beyond Oncology
Equity research analysts Sami Corwin and Matt Phipps provide an overview of the known biological underpinnings of autoimmunity and the rationale for using chimeric antigen receptor T cells (CAR-Ts) to potentially treat millions who suffer from autoimmune diseases.
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Did November’s Rally Alter the Market Outlook?
What a difference a month makes. Markets swooned in October, only to see virtually all risk assets, including small-caps, rally in November. What changed? Macro analyst Richard de Chazal breaks down the Fed’s recent statement, the market’s rate expectations, and the current state of the economic slowdown.
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On the Ground and In the Cloud: A Deep Dive into the Trends Impacting Developer Technologies
Software developers not only represent the early adopters who will determine the success of a particular product or project, but also have become primary influencers in software purchases. In the latest William Blair Thinking Podcast, analysts Jason Ader, Arjun Bhatia, and Jonathan Ho delve into the key trends and potential disruptions, including generative AI, in this exciting new era of coding capabilities.
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Monthly Macro with Richard de Chazal – October 2023
Macro analyst Richard de Chazal breaks down what he believes are the three hurdles to higher for longer, walks through what third-quarter earnings may say about the near-term future, and offers his stance on where the Fed is potentially headed as we move toward a new year.
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Flirting With and Dating Recessions
Timing an economic recession is never easy, as proved this past year. In this report, we take a snapshot of where the main indicators are today, and what some of the more forward-looking data suggest.
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Biotech Breakthroughs–Exploring the Recent Radiopharmaceutical Renaissance
Radiopharmaceuticals are leading the way in how oncology patients are being diagnosed and treated. In this episode of Biotech Breakthroughs, Tim Lugo is joined by equity analysts Andy Hsieh and Alex Ramsey to examine why radioisotope innovation may revolutionize treatment for millions of people in the coming years.
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Third-Quarter Earnings and the “Highly Uncertain Macro Environment”
Richard de Chazal charts the current earnings season and what it may hold for future revenue growth against an uncertain macroeconomic backdrop.
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Third-Quarter Update on Biotech Funding, Pipeline Growth, and R&D Spending
Equity analysts Max Smock and Matt Larew examine the biotech industry’s funding levels, product pipeline, and pace of spending on research and development.
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Where Are We in the Small-Cap Cycle?
Macro analyst Richard de Chazal details several reasons that suggest many of the fears about smaller-cap stocks—which historically track to the U.S. economy—have already been priced in.
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