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Our Latest Insights

  • Private Wealth Management

    529 Plan Account Rollovers to Roth IRAs

    529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.

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  • Equity Research

    Economics Weekly: Poetry in Numbers

    In this Economics Weekly, Richard de Chazal uses poetic license to adapt the interpretation of the poem, The Red Wheelbarrow, to what is taking place today in the financial markets and with the evolution of AI—a shift from the enablers to the adopters, from narrative to the numbers, and from free cash flow spending to returns on that invested capital.

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  • Private Wealth Management

    Business Owners Forum: Accessing Private Markets

    Following a liquidity event, many business owners reevaluate how and where they can invest. Tony Frascotti, William Blair’s head of Private Shares Trading, and Tyler Glover, partner, managing director, Private Wealth Management Consulting Services, host a virtual fireside chat exploring how private markets are evolving and the opportunities they present.

    Watch the video
  • Investment Banking

    Glass Half Full—Leveraged Finance Markets Stabilize in Second Quarter Capping a Resilient First Half

    Despite macro and geopolitical headwinds, leveraged finance markets stabilized in Q2, setting the stage for stronger M&A activity.

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  • Private Wealth Management

    How Women Are Shaping the Future of Philanthropy

    As women’s influence over wealth grows, so does their impact on philanthropy—bringing a more intentional, values-driven approach to giving across generations.

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  • Equity Research

    AI Adoption in Enterprise: Real Progress, Uneven Execution

    Enterprise AI is making real progress, but adoption is anything but even. Here’s where momentum is strongest and what’s still holding back the broader rollout.

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  • Equity Research

    Economics Weekly: Why Wait?

    In this Economics Weekly, Richard de Chazal discusses several reasons the Fed could decide to pull the trigger next week and not wait until September.

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  • Equity Research

    Monthly Macro: The Work AI Cannot Reach

    Spanish economist and former Member of the European Parliament, Luis Garicano, Ph.D., joins William Blair macro analyst Richard de Chazal to discuss why AI is more likely to reshape jobs than replace them outright, arguing that the most valuable work combines cognitive, relational, and physical tasks that remain difficult to automate.

    Listen to the podcast
  • Equity Research

    Innovation vs. Inflation: The Macro Tension Defining the Second Half

    The second half of 2026 may test investors’ ability to stay optimistic about innovation while staying disciplined on inflation, rates, and valuations.

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  • Equity Research

    Economics Weekly: Money Matters Again – Inflation and the Fed’s Evolving Framework

    In this Economics Weekly, Richard de Chazal looks at the past remarks of Greg Mankiw, who was appointed (along with William White and Thomas Sargent) to examine the Fed’s inflation framework, to gain insight into the kinds of changes we might expect to see.

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  • Investment Banking

    How Venture Exits to Private Equity Continue to Grow—With Fuel From AI

    Midmarket technology private equity firms and their portfolio companies have become an important exit pathway for VC-backed companies, especially in the AI era.

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  • Private Wealth Management

    Preparing Your Life for Liquidity: Post-M&A Success (Beyond the Financials)

    Business owners planning for a liquidity event often focus on the financials. But preparing for their post-transaction lives is just as important—and less tangible considerations should not be ignored.

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  • Equity Research

    Inside the AI Economy: Competition, Compute, and the Next Phase of Enterprise Adoption

    William Blair's Arjun Bhatia and Jonathan Ho discuss the latest developments shaping the AI landscape, from intensifying model competition and pricing pressure to data center expansion, cybersecurity risks, and the pace of enterprise adoption.

    Listen to the podcast
  • Equity Research

    Economics Weekly: The Dollar – Where to From Here?

    In this Economics Weekly, Richard de Chazal once again discusses the dollar—what is driving it in the near term and in which direction it is likely to head over the longer term.

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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