Insights

Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.

William Blair’s thought leaders provide insights across asset classes, investment styles, and regions.

Articles

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Papers and Videos

Tuesday, April 28, 2026

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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Friday, April 24, 2026

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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Friday, April 24, 2026

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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Thursday, April 2, 2026

Latin American Airlines’ Fuel Shock Response

Latin American airlines are tactically hedging fuel and leveraging stronger market dynamics to better absorb oil-price volatility.
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Wednesday, April 1, 2026

How Tangible Assets Are Shaping a New Global Investment Cycle

Investment Management’s Olga Bitel describes how energy, infrastructure, and industrial investment may shape the next market cycle.
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Friday, March 13, 2026

A Wider Path to Growth

Is market leadership poised to broaden?
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Wednesday, March 11, 2026

Building Conviction in a World of Shifting Narratives

Portfolio Manager Chandan Khanna explains how global markets present a landscape of opportunity for equity investors despite macroeconomic headwinds.
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Friday, March 6, 2026

Emerging Markets Corporate Debt: 5 Themes to Watch in 2026

After delivering another year of solid performance in 2025, emerging markets (EM) corporate credit appears poised for another solid year in 2026.
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Thursday, February 12, 2026

The Case for Small- and SMID-Cap Value

Members of our U.S. value equity team explain why small- and SMID-cap value stocks—marked by valuation inefficiencies, quality fundamentals, and market dislocations—may offer compelling opportunities for active, long-term investors.
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