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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Equity Research

Anticipating the Next Frontier for GLP-1 Therapies

Over the past 3 years, the GLP-1 drug class has revolutionized how obesity is managed, and no other therapeutic category has made such a profound impact in that short period of time. Andy Hsieh, Ph.D., partner, explores how recent scientific advances created optimism that there will be more novel drug candidates, potentially generating a wave of new therapies that could help millions of patients around the world.

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Equity Research

The Future of GLP-1s

Biotech equity research analysts Andy Hsieh and Matt Phipps join group head Tim Lugo to discuss the latest developments in GLP-1s for diabetes and obesity treatment, including the emergence of oral therapies and the profound weight loss results seen in recent datasets. The conversation also covers the commercial trajectory of drugs like semaglutide and tirzepatide, the potential for market growth, and the challenges of patient retention and reimbursement, concluding with a look at the future of the field, including the exploration of new mechanisms and the focus on quality of weight loss.

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Equity Research

Dealing With a Stronger Dollar

In this Economics Weekly, Macro Analyst Richard de Chazal looks at what’s driving the dollar, its impact on inflation, and the S&P 500 sectors that perform best and worst with a stronger dollar.

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Investment Management

Global Shifts

Ryan Dimas explains how William Blair’s global equity team is navigating the changing landscape of non-U.S. equity markets.

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Equity Research

Monthly Macro with Richard de Chazal—May 2024

In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal provides insight on what’s happening with cyclicals versus defensive stocks, details how the Fed may be thinking about the latest CPI report, debates the economic impact of immigration, and explains his thinking about what he deems the next leg of the capex revival.

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Private Wealth Management

College Was Awesome. Now What?

College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.

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Equity Research

The Next Leg of the Capex Revival

For almost a decade, a central theme in William Blair’s research has been about the unfolding productivity and capex revival. Macro Analyst Richard de Chazal explains that while the progress around this narrative has been slow, evidence suggests momentum has started to pick up as a result of several structural economic dynamics.

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Equity Research

Digital Advertising Budgets Continue to Recover Steadily

Equity analyst Ralph Schackart breaks down findings from his team’s quarterly digital advertising executive survey, including the continued improvement in confidence among advertising executives as it relates to go-forward budgeting, the increased importance of video and search in online ad strategies, and the anticipated impact that recent regulations will have on which social media platforms ad executives plan to use in the future.

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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.

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