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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

  • Equity Research

    Economics Weekly: A Look Ahead at the 2026 Midterms

    In this Economics Weekly, we examine the key issues shaping voters’ views as the November midterm elections approach, assess which parties are most likely to control the House and Senate, and consider the potential ramifications for the remainder of the Trump presidency.

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  • Equity Research

    The Evolution of In Vivo CAR-T Therapies

    In vivo CAR-T Therapies are accelerating fast and offering rapid, lab-free treatments powered by viral and LNP breakthroughs. Early clinical wins and rising investment suggest these therapies could make advanced cell treatment far more accessible.

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  • Investment Management

    Setting the Stage for a 2026 Value Revival

    Members of our U.S. value equity team explain why 2026 could mark a turning point for small- and SMID-cap value, citing improving fundamentals, historically wide valuation gaps, easing monetary policy, and the potential for a broader, more balanced market recovery.

    Watch the video
  • Equity Research

    Monthly Macro: Geopolitics, Inflation, and the Fed

    William Blair macro analyst Richard de Chazal breaks down rising geopolitical tensions, sticky inflation risks, Fed policy uncertainty, and the durability of U.S. growth amid fiscal stimulus and the evolving AI-driven productivity cycle.

    Listen to the podcast
  • Investment Management

    Meet the Portfolio Managers: Matt Fleming and Mark Goodman

    Matt Fleming and Mark Goodman share the experiences and principles that shaped their approach to value investing, the lessons that guide their decision-making, and why William Blair’s investment-led, partnership-driven culture supports long-term success for clients.

    Watch the video
  • Game pieces on a board
    Private Wealth Management

    Thinking Strategically About Charitable Giving

    Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.

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  • Equity Research

    Economics Weekly: The Capital Investment Wave Continues

    In this Economics Weekly, we outline our key arguments for the capex revival and what has changed over the last year or so, particularly with regard to the policies that the Trump administration is attempting to institute.

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  • Investment Banking

    Going for Gold: After a Respectable 2025, Does a Resurgence Await?

    The leveraged finance market proved resilient in 2025, with stable-to-rising activity despite policy swings and economic uncertainty. With borrower-friendly conditions and anticipated M&A momentum, 2026 is poised for a stronger finish if volatility stays contained.

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  • Private Shares Trading

    Why Companies Are Staying Private Longer — And What It Means for Investors

    William Blair’s Head of Private Shares Trading, Tony Frascotti, details the shift currently reshaping private markets.

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  • Hand on a calculator on a desk with papers
    Private Wealth Management

    Qualified Charitable Distributions from an IRA

    IRA owners who are age 70½ or older and charitably inclined may consider making Qualified Charitable Distributions from their IRAs as a tax efficient way to fund charitable goals.

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  • Private Wealth Management

    The 2026 Tax Reference Guide

    William Blair's tax reference guide for income earned in 2026 and tax returns filed in 2027 is provided for your reference.

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  • Equity Research

    Economics Weekly: There's Something About Kevin

    In this Economics Weekly and ahead of what could be next week’s Fed chair announcement, Richard de Chazal discusses the leading candidates for the role.

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  • Equity Research

    Positioning for Growth in 2026: Policy Clarity, AI Momentum, and Sector Opportunities

    With investment momentum building, 2026 offers cautious optimism powered by AI innovation, clearer policy frameworks, and emerging sector prospects.

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  • Investment Banking

    Lawn Care’s Expansion Into Pest Control, Broader Outdoor Recurring Services

    Lawn care companies are evolving into broader outdoor services platforms. Jack Williams from William Blair’s Investment Banking consumer products & services team delves into what’s behind this evolution and how it is stoking transaction activity.

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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