Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting
William Blair macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.
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What Keeps Employees Happy: Lessons From 11 Years of Restaurant Industry Data
Sharon Zackfia, head of consumer research at William Blair, shares insights from over a decade of Glassdoor data to reveal how culture, leadership, and operational models—not just pay—shape employee satisfaction and long-term brand success in the restaurant sector.
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Demographics as Commerce: The Aging-in-Place Revolution
Ryan Daniels, William Blair's group head of the healthcare technology and services research sector, explores how America’s rapidly growing senior population is reshaping healthcare, technology, and everyday services through the powerful trend of aging in place.
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Navigating the AI Boom: Enterprise AI Adoption and Impact
From addressing GenAI adoption barriers to understanding energy consumption implications, the conversation surrounding AI’s next chapter is critical to unlocking its full potential. Discover our findings in our fourth installment of Navigating the AI Boom now.
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