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Our Latest Insights

  • Equity Research

    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.

    Listen to the podcast
  • Equity Research

    Analyzing the Fresh Dog Food Revolution and Market Growth

    As pet owners shift from kibble to fresh food, pet nutrition is becoming a premium category, and investors are paying attention.

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  • Equity Research

    Tech Spending Driving Innovation in Financial Services

    Artificial intelligence, cloud modernization, digital CX, and compliance are shaping the next phase of many financial institutions’ technology investment.

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  • Investment Management

    Trucking’s Tight Turn

    After years of overcapacity, supply is exiting trucking just as demand strengthens—driving rising rates, flatbed tightness, and potential upside to earnings into late 2026 and 2027.

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  • Investment Management

    REITs Repriced

    After years of underperformance, a rate backdrop and demand for tangible assets create a compelling setup across both deep value and capital-advantaged REITs.

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  • Private Wealth Management

    Preparing for the Sale of Your Business: A Timeline

    For owners of family businesses and other closely held companies, the opportunity to sell and generate liquidity can be both exciting and overwhelming.

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  • Your Wealth Journey

    Social Security and Medicare What Seniors Need to Know About Two Big Decisions

    As you enter your 60s and reach retirement age, you have some big decisions to make that can significantly affect your finances and quality of life.

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  • Investment Management

    Healthcare Reset

    After several years of headwinds—from post-COVID dynamics to policy pressures—greater visibility and durable demand drivers are revealing compelling entry points across high-quality healthcare names.

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  • Chris Brathwaite, Anu Sharma, and Kirsten Olsen
    Private Wealth Management

    Business Owners Forum – Rise of Private Capital

    Chris Brathwaite, partner, director of pre-liquidity planning, Kirsten Olsen, managing director and head of PWM Private Capital, and Anu Sharma, partner, managing director, and co-head of Venture Capital, host a conversation on how private markets are evolving and what that means for owners navigating today’s capital landscape.

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  • Investment Management

    Bank Tailwind Retreat, Thesis Intact

    Banks have pulled back on Fed and geopolitical uncertainty, but M&A potential and regional strength continue to support selective opportunities.

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  • Investment Management

    Small Cap, Big Impact

    From harbor dredging to niche industrial leaders, small-cap companies can offer differentiated, resilient growth opportunities tied to essential infrastructure rather than broader macro cycles.

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  • Equity Research

    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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  • Private Wealth Management

    Planning Your Assets in Case of a Divorce

    These steps can help reduce financial risk and preserve your family’s wealth.

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  • Investment Banking

    As a Strong Start Turns Sour, What’s Next for the Leveraged Finance Market?

    Following a solid run of issuance in 2025, expectations for the leveraged finance market were high heading into 2026.

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures