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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

  • Economics Weekly: What Will Drive Interest Rates Over the Next 75 Years

    In this Economics Weekly, Richard de Chazal runs through one such paper presented this year that offers a look back and a look forward at the real neutral rate of interest (r-star).

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  • Asset Allocation: Your Biggest Investment Decision

    Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.

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  • Unattended Retail: Driving Incremental Growth of Electronic Payments

    This report by Cristopher Kennedy, CFA, examines unattended retail and highlights key beneficiaries of this growing market.

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    Gifting Appreciated Securities to a Donor-Advised Fund Program

    This charitable vehicle provides a simplified approach that allows you to maximize your charitable donations and tax benefits—an approach that can transform the way you give.

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  • Monthly Macro: Retail’s Reality Check

    William Blair macro analyst Richard de Chazal and specialty retail analyst Dylan Carden unpack why retail stocks are under pressure despite solid earnings, exploring the impact of tariffs, supply chain shifts, and what it means for the holiday season.

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    Roth IRA Conversions: A Powerful Wealth-Transfer Tool

    A Roth IRA conversion can serve as a valuable tool for transferring wealth when applied under the proper conditions.

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  • Aviation Services Industry Update

    The second quarter saw strong momentum across the aviation landscape, with growth in domestic general aviation and global business jet activity.

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  • Specialty Care at a Crossroads: Innovation, Costs, and the Future of Value-Based Care

    Ryan Daniels, William Blair’s group head of healthcare technology and services, returns to discuss the accelerating transformation of specialty care in the face of rising acuity, delayed diagnoses, and regulatory shifts. From bundled payments to AI-driven coordination, this episode explores how providers and investors are reshaping oncology, cardiology, and other high-impact disease states.

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  • Benefits of Personal Wealth Planning Before Selling Your Business

    Planning with your William Blair wealth advisor must begin far in advance of the business transaction to realize the greatest wealth benefits.

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  • Economics Weekly: Has Something Fundamental Changed in the Housing Market?

    In this Economics Weekly, Richard de Chazal discusses the current housing market and what may or may not have changed to merit a shift in market sentiment.

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  • Economics Weekly: Is Slowing Employment Growth Demand- or Supply-Driven?

    Chair Powell’s comments at the press conference for the latest FOMC meeting highlight one of the biggest challenges for the Fed (and financial market participants) at the moment—deciding how much of the slowdown in the labor market is due to a shortage in the supply of workers and how much is due to softening demand.

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  • Record of Personal Financial and Family Information

    Having access to the right information when you need it most is essential to managing your wealth. Our new booklet helps you organize your family’s critical personal and financial information and serves as a consolidated record of your various assets.

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    Applying for College Financial Aid

    What you need to know about applying for financial aid and enhancing your family’s aid eligibility.

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  • Tapping Into the World of Water

    In a recent report by William Blair’s Brian Drab and Trevor Sahr, we highlight global problems related to water, including water scarcity, aging infrastructure, and water quality and contamination. The report also details several solutions that we believe are critical to addressing these problems.

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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