Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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Economics Weekly: The Dollar Dilemma
While further softening in the exchange rate is expected, in this Economics Weekly, Richard de Chazal discusses why the U.S. is likely still unable to shed its exorbitant privilege and reserve currency status anytime soon, even if there are many reasons to think it might want to.
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Monthly Macro with Richard de Chazal: April’s Economic Rollercoaster
William Blair macro analyst Richard de Chazal breaks down a wild month of macroeconomic news, focusing on the impact of President Trump’s tariff policies on the global economy, equity and bond markets, consumer confidence, and corporate inventory strategies.
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Navigating the AI Boom: Applications and Monetization
The number of GenAI companies emerging continues to grow, and how these apps are utilized differs between consumers and enterprises. In our third installment of Navigating the AI Boom, we explore the primary ways to monetize GenAI and how it may impact the software industry.
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Tracking Job Openings and Staffing Demand Trends
Global services analyst Trevor Romeo, CFA discusses the impact of recent economic uncertainties on the staffing industry, highlighting key trends and challenges faced by companies and exploring the evolving landscape of job openings and the future of staffing.
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Economics Weekly: Special Report on Liberation Day Tariff Announcements
In this special report on tariffs, Richard de Chazal discusses the current tariff situation, what the Trump administration is hoping to achieve, and the potential impacts on growth and inflation. He also includes thoughts from our research analysts whose companies are most directly impacted by President Trump’s announcements.
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Shaping the Future: Innovations and Trends in Obesity Treatment
William Blair biotech analysts Matt Phipps and Andy Hsieh discuss Andy’s innovative scoring system for evaluating investigational agents in obesity treatment. This system, highlighted in Andy’s report “Shaping the Future: Innovations and Trends in Obesity Treatment,” considers both weight loss and gastrointestinal side effects to provide a more comprehensive clinical assessment. Tune in to hear their insights on the future of obesity therapies, upcoming industry catalysts, and more.
