Equity Research Rewind

Highlighting our unique insights across key growth sectors.

Q2 2025

Equity Research Rewind is a publication highlighting William Blair’s in-depth thematic research from the past quarter. The Q2 2025 edition includes extensive research covering eight themes, including aging-in-place trends, the nuclear energy revival, growth in insurance distribution, connected worker technologies, small- and midcap equity opportunities, stability in remittance pricing, innovation in eye disease therapies, and drivers of employee satisfaction in restaurants.

Economics

Converting Noise to Signal: An Update on the Tariff Situation

In this economics report, Richard de Chazal discusses the latest plot twists in the ongoing tariff saga, the market’s interpretation of those turns, and why small- and midcap stocks continue to look attractive.
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Biotechnology

Neovascular AMD Market Set for Continued Growth With New Therapies, Aging Populations

This report reviews the epidemiology, pathophysiology, and commercial landscape for neovascular age-related macular degeneration and products in clinical development.
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Healthcare

Demographics as Commerce—A Massive Aging-in-Place Opportunity in the U.S.

Our quarterly report examines the aging U.S. population and seniors’ increasing desire to age in place.
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Consumer

Longitudinal Analysis of Glassdoor Data Offers Insights Into Employee Satisfaction

This analysis encompasses 11 years of data, based on more than 530,000 reviews for nearly 90 restaurant concepts.
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Energy and Power Technologies

“SWU”ning Over Nuclear: Deregulation and Expanding Enrichment Capacity

William Blair’s energy and power technologies research sector explores the tremendous potential of nuclear energy and the modalities of a nuclear renaissance.
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Financial Services and Technology

Money Remittances: 2024 Marks Four Consecutive Years of Pricing Stability

In our annual report, one of William Blair’s financial services and technology analysts provides clarity into key pricing trends within the massive, complex money remittance market by leveraging data from the World Bank.
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Insurance Distribution: Expanding Opportunities and Evolving Business Models

The insurance industry has robust, long-term secular growth opportunities. William Blair’s group head of financial services and technology research highlights these key points and more.
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Industrials

The Connected Worker Revolution: Portable Gas Detection Leading the Charge in Industrial Safety

Based on industry commentary and recent financial results from the portable gas OEMs, our industrials research analysts believe connected worker technology has reached an inflection point in the market.
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William Blair Thinking

William Blair Thinking Podcast

William Blair Thinking

Equity Research Rewind

Q2 2025

Economics

Converting Noise to Signal: An Update on the Tariff Situation

Biotechnology

Neovascular AMD Market Set for Continued Growth With New Therapies, Aging Populations

Healthcare

Demographics as Commerce—A Massive Aging-in-Place Opportunity in the U.S.

Consumer

Longitudinal Analysis of Glassdoor Data Offers Insights Into Employee Satisfaction

Energy and Power Technologies

“SWU”ning Over Nuclear: Deregulation and Expanding Enrichment Capacity

Financial Services and Technology

Money Remittances: 2024 Marks Four Consecutive Years of Pricing Stability

Insurance Distribution: Expanding Opportunities and Evolving Business Models

Industrials

The Connected Worker Revolution: Portable Gas Detection Leading the Charge in Industrial Safety

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