Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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Monthly Macro: Strait of Hormuz Shock Meets Sticky Inflation
War-driven energy shocks, sticky inflation, and an unusually split Fed are back at the center of the macro conversation. In this month’s Monthly Macro, William Blair macro analyst Richard de Chazal assesses what those dynamics, and the growing influence of AI, mean for bonds, equities, and portfolio risk.
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Economics Weekly: Capacity Growth—It’s Different This Time
In this Economics Weekly, Richard de Chazal looks at aggregate investment spending and the expansion in industrial capacity; he also compares the current cycle with the 1990s and discusses what those differences might mean for the Fed—and for a potential new Fed chair counting on a productivity boom to support lower interest rates.
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Biotech Breakthroughs: Gene Editing Moves Beyond the Hype
In this episode of Biotech Breakthroughs, Matt Phipps, Ph.D., group head of biotech research, and William Blair biotech analyst Myles Minter, Ph.D., discuss lessons from the first approved ex‑vivo product and highlight key 2026 catalysts across CRISPR, base editing, RNA editing, and DNA writing.
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