Insights

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

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Our Latest Insights

Private Wealth Management

Tax Breaks Target Investing in Struggling Communities

The Opportunity Zone program was established under the sweeping Tax Cuts and Jobs Act. The initiative created defined opportunity zones which offer significant potential tax breaks to individuals and companies who invest in selected urban and rural areas that meet income or poverty thresholds.

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Investment Management

Digitization in Japan

With digitization still present in Japan, small-cap companies embracing technology may present compelling, long-term investment opportunities.

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Navigating Today’s Rising Rate Environment

Today’s debt markets are evolving quickly in reaction to the current macroeconomic backdrop, hawkish fed, and inflationary environment. The leveraged finance markets remain largely receptive despite rising levels of uncertainty.

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Investment Management

Gloom and Doom from the IMF

One of the big takeaways from October International Monetary Fund (IMF) meetings was that avoiding a global recession within the first half of 2023 will be challenging.

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William Blair Thinking

Exploring the Expansive Opportunities with Embedded FinTech

William Blair’s Jamie Hamilton, Managing Director, Financial Technology Investment Banking, explains how and why embedded Fintech is penetrating the vertical software market at an astonishing rate. Listen as Jamie explains how businesses are now more trusting of getting financial services, ranging from payment acceptance to payment disbursement to loans, directly inside of the software companies that service them.

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