Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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Economics Weekly: The Great Wealth Transfer Flows to the Few
In this Economics Weekly, Richard de Chazal concludes that the transfer is large but narrow—it stays within families already near the top, deepening the concentration of wealth rather than easing it, with the impact on consumption far more muted than expected.
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On Risk Webinar Replay: AI in Insurance (Infrastructure)
In the latest installment of William Blair’s On Risk webinar series, Adam Klauber, William Blair’s group head of the financial services and technology sector, is joined by Rich Drab, senior consultant in Capgemini’s Insurance Practice, and David Mocklow, head of insurance at Growth Protocol, for a discussion on how insurers are deploying AI across underwriting, claims, customer service, and enterprise decision-making.
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Monthly Macro: China's Open-Weight Challenge and the Future of AI Economics
William Blair macro analyst Richard de Chazal and group head of technology, media, and communications Arjun Bhatia examine how low-cost, open-weight AI models, many of them emerging from China, are reshaping competition across the AI ecosystem and challenging assumptions about the future economics of artificial intelligence.
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Economics Weekly: Poetry in Numbers
In this Economics Weekly, Richard de Chazal uses poetic license to adapt the interpretation of the poem, The Red Wheelbarrow, to what is taking place today in the financial markets and with the evolution of AI—a shift from the enablers to the adopters, from narrative to the numbers, and from free cash flow spending to returns on that invested capital.
