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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.

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Our Latest Insights

  • Investment Management

    Change and Opportunity in Europe’s Growth Markets

    Jayesh Kannan, CFA, speaks to us from Lithuania, where he meets with companies who have embraced technological innovation.

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  • Investment Management

    Non-U.S. Investing In a Fragmenting World

    Our global equity team believes the conditions underpinning more than a decade of non-U.S. equity underperformance may be starting to shift.

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  • Investment Banking

    The Quarterly Rx: Q2 2025 U.S. Biopharma Recap

    The second quarter was another rollercoaster period for biopharma, opening with “Liberation Day” and closing amid mounting macro and geopolitical uncertainty.

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  • Equity Research

    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.

    Listen to the podcast
  • Equity Research

    Economics Weekly: Midyear Update: Resiliency Amid Uncertainty

    In this Economics Weekly, Richard de Chazal presents a midyear update, with a review and preview of the first and second halves of 2025.

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  • Equity Research

    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.

    Listen to the podcast
  • Investment Banking

    Why Mexico is Positioned Well as Global Trade Evolves

    Shifting U.S. tariff policies—combined with continuing nearshoring trends—have Mexico in a strong position relative to other countries, with major ramifications for the transportation and logistics sector.

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  • Equity Research

    Economics Weekly: Snapshot of a Slowing Labor Market

    In this Economics Weekly, Richard de Chazal takes a fresh look at the latest employment data.

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  • Equity Research

    Economics Weekly: William Blair’s 45th Annual Growth Stock Conference

    In a special economics conference report, William Blair’s Richard de Chazal highlights commentary from the event, which featured more than 250 public and private companies.

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  • Investment Management

    AI: The Challenges for Investors

    In part two of our series, AI Alpha, Gurvir Grewal examines the structural challenges, strategic trade-offs, and competitive pressures that he believes will shape how AI ultimately delivers economic payoff.

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  • Equity Research

    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.

    Listen to the podcast
  • Equity Research

    Navigating the AI Boom: Infrastructure and Regulation

    In our final installment of Navigating the AI Boom, our research analysts explore notable AI regulatory frameworks, how the U.S. can keep up with innovation, and more.

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  • Investment Management

    Trade Turbulence Challenges EMs

    U.S. trade policies have created challenges for some emerging markets, but others, such as India and Taiwan, may be more insulated.

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  • Investment Banking

    No ‘Pencils Down’ in Secondaries, Despite Tariff Shocks

    Confidence in the secondary market remains high—even if trade-related uncertainty remains—with investors saying they are “still open for business” and that they “won’t be going pencils down.”

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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