Jump to the top of the page

William Blair Thinking

Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.

Someone holding a tablet in front of a computer screen

Our Latest Insights

  • Equity Research

    From Code to Clinic: How AI Is (and Isn’t) Rewriting the Life of a Drug

    In this episode of William Blair Thinking Presents, Matt Larew, partner and equity research analyst covering life science tools and diagnostics, explains where AI is accelerating early discovery, why wet‑lab validation still matters, and what real progress looks like as adoption moves from hype to practice.

    Listen to the podcast
  • Equity Research

    Tracking the $8 Billion Alzheimer’s Disease Diagnostics Market

    As new Alzheimer’s therapies emerge, diagnostics are becoming an essential infrastructure for screening, treatment decisions, and ongoing monitoring.

    Read more
  • Equity Research

    Economics Weekly: Curb Your Enthusiasm (for a Housing Recovery)

    In this Economics Weekly, Richard de Chazal examines the U.S. housing market and discusses its opportunities and challenges in the year ahead.

    Read more
  • Equity Research

    Food Delivery Expanding Access to Meals, Groceries, and More

    Subscriptions, bigger baskets, and higher frequency: the economics of delivery are shifting fast.

    Read more
  • 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.

    Read more
  • 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.

    Read more
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Read more
  • 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.

    Read more
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
Search insights

Delivered to Your Inbox

Stay up-to-date with the latest William Blair news and insights

Subscribe to News Alerts

Are you sure you want to leave?

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