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

Tuesday, January 13, 2026
Equity Research

300 Current Better Values: An Investment Philosophy In Motion

For nearly five decades, William Blair’s Current Better Values list has anticipated the companies shaping the future, often before the broader market sees what’s coming. 300 Current Better Values: An Investment Philosophy In Motion uncovers the disciplined research, enduring principles, and forward‑looking mindset that transformed a simple idea into one of the firm’s most iconic traditions.
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Monday, January 12, 2026
Private 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.
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Friday, January 9, 2026
Equity Research

Economics Weekly: Another Possible Government Shutdown, Rising ACA Premiums, and Fiscal Cliffs Entering 2026

In this Economics Weekly, Richard de Chazal responds to questions about another government shutdown and the enhanced Affordable Care Act (ACA) extended tax credits.
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Tuesday, December 30, 2025
Equity Research

The Future of Money Movement: Indicators of Stablecoin Adoption

As stablecoins evolve beyond cryptocurrency trading, certain market indicators can signal their integration into mainstream commerce.
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Monday, December 29, 2025
Equity Research

Navigating Compliance and Regulation in AI-Driven RCM

While revenue cycle management may be primed for more efficient AI integration, significant compliance considerations remain.
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Wednesday, December 24, 2025
Equity Research

The Role of Private Equity in the Rise of High-Volume, Low-Price Fitness Clubs

Discover how private equity is fueling the rapid expansion of high-volume, low-price fitness clubs—reshaping the industry with affordable memberships, innovative amenities, and data-driven growth strategies.
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Tuesday, December 23, 2025
Investment Banking

The Quarterly Rx: 2025 U.S. Biopharma Recap

The biopharma capital markets played through a volatile, but ultimately constructive, set this year.
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Tuesday, December 23, 2025
Equity Research

Inflation and Growth: The Balancing Act for 2026

Investors and policymakers are preparing for a complex landscape in 2026. Learn why inflation remains stubbornly high, how central banks are responding, and what it means for investment strategies in the year ahead.
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Tuesday, December 23, 2025
Equity Research

U.S. LNG Exports Reshape Global Energy Markets

Discover how skyrocketing LNG exports drive growth, boost energy security, and create new investment opportunities.
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Monday, December 22, 2025
Equity Research

Gold, Energy, and the Future of the Global Monetary System with Luke Gromen

Macro strategist Luke Gromen, Founder and President of Forest for the Trees, joins William Blair's Jed Dorsheimer to explore the intricate relationship between gold, energy, and the evolving global monetary order.
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Monday, December 22, 2025
Equity Research

Unattended Retail Technology and Payments

Technology is reshaping unattended retail, enabling seamless transactions and accelerating the adoption of electronic payments.
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Friday, December 19, 2025
Private Shares Trading

Private Markets Update with Tony Frascotti, Head of Private Shares Trading

Tony Frascotti, William Blair's Head of Private Shares Trading, discusses the evolving landscape of private shares trading, highlighting market shifts, the expanding influence of AI and crypto sectors, and the changing dynamics of IPOs and liquidity for late-stage private companies.
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Friday, December 19, 2025
Equity Research

Economics Weekly: The Supreme Court on IEEPA – What Changes, What Doesn’t

In this Economics Weekly, Richard de Chazal considers the possible outcomes of a Supreme Court ruling and what they could mean for trade policy.
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Friday, December 19, 2025
Equity Research

Monthly Macro: 2026 Economic Outlook

William Blair macro analyst Richard de Chazal discusses why 2026 looks brighter for the economy, exploring the impact of AI-driven investment, evolving policy risks, and the surprising strength of the American consumer.
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