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Equity Research
The Potential Impact of GLP-1s on Restaurants and Fitness Clubs
Will consumer relationships with restaurants and fitness centers change as GLP-1s grow in popularity? Sharon Zackfia, group head of consumer research, breaks down the results of two recent proprietary surveys conducted to gain insight into whether reduced caloric consumption among GLP-1 users could lead to a sales slowdown for restaurants and provide a material tailwind for fitness companies.
Listen to the podcastInvestment Banking
William Blair Private Capital Advisory: 2024 Secondary Market Report
The secondary market showed resilience in 2023, with overall volume increasing by 5% year-over-year despite macroeconomic challenges, and market insiders are bullish about prospects for 2024.
Read moreInvestment Banking
Aviation Services Industry Update
A strong fourth quarter offered encouraging signs for business jet and general aviation’s continued recovery.
Read moreEquity Research
GLP-1s: The $100 Billion Answer to a Trillion-Dollar Question
Ryan Daniels, CFA, partner and group head of healthcare technology and services, discusses the impact of GLP-1 drugs on healthcare spending and care delivery, along with the need for healthcare services and digital health providers that can help employers and consumers effectively manage the emerging wave of GLP-1 drugs.
Listen to the podcastInvestment Banking
4 Truths and 4 Myths About Partnering With Private Equity
Misconceptions about private equity are so common that some investors try to avoid using the term itself.
Read moreInvestment Management
Behind Taiwan’s Technology Demand Drivers
On a research trip to Taiwan, our global equity team meets with different companies to learn more about key technology demand drivers.
Watch the videoInvestment Management
U.S. Onshoring and the Red Sea Shipping Crisis
As globalization begins to slow down, U.S. onshoring looks to be on the rise.
Read morePrivate Wealth Management
Education Financing
Among its many benefits, a college education can have a significant impact on future earning potential. It is an important investment. It is also becoming a more expensive one as increases in college costs continue to outpace inflation.
Read moreEquity Research
Monthly Macro with Richard de Chazal—February 2024
A hard, soft, or no landing? Listen as macro analyst Richard de Chazal discusses the latest in macroeconomic news, including a more hawkish Jerome Powell, a red-hot S&P 500, fourth-quarter earnings, and a hotter-than-anticipated CPI report.
Listen to the podcastEquity Research
The Economics Behind the GLP-1 Phenomenon
Equity research analyst Ryan Daniels examines the growing impact of GLP-1 drugs on healthcare spending and care delivery, along with the needs for health providers, employers, and consumers to effectively manage the emerging wave of GLP-1 drugs.
Read moreEquity Research
Scratching Below the Surface of the Economic Data
While some may be declaring victory in the recession/no-recession debate, there is plenty of evidence to suggest that growth may not be nearly as strong as it seems to be on the surface. Richard de Chazal examines the six data points he believes investors should be cognizant of.
Read moreEquity Research
How Advertising Executives are Navigating Budget Changes in 2024
As economic conditions improve, so too does confidence among advertising executives about their 2024 budget allocations. In this episode of William Blair Thinking Presents, research analyst Ralph Schackart walks through the results of his latest quarterly digital advertising executive survey, including how digital ad spending has changed in recent months and 2024 budget forecasts.
Listen to the podcastEquity Research
What Today’s Inventory Cycle Is Telling Us About Future Growth
Inventory cycles play an important role in understanding economic growth, inflation, and corporate profitability. Macro analyst Richard de Chazal details a variety of factors that are impacting companies’ ability to manage their inventories so far in 2024.
Read moreInvestment Banking
Lender Competition Burns Through Winter Chill
The U.S. institutional leveraged loan market cooled in Q4 to close out a year characterized by lackluster deal flow, a persistent shift from syndicated markets to private capital, and high interest rates that took a toll on borrowers.
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