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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

  • Investment Management

    The Materials Boom Behind the AI Buildout

    AI data centers, electrification, and rising infrastructure spending are driving a powerful demand cycle for core materials products.

    Watch the video
  • Investment Management

    Where Global Defense Demand Is Shifting

    While U.S. contractors remain central, rising costs and constrained supply chains are accelerating demand for more accessible defense solutions from Asia.

    Watch the video
  • Private Wealth Management

    Quick Reference Guide to Retirement Plans

    Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.

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  • Equity Research

    Economics Weekly: Choose Your Own Inflation Metric

    In this Economics Weekly, Richard de Chazal discusses some of the alternative measures of inflation and what might be the best approach in this uncertain environment.

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  • Equity Research

    Monthly Macro: AI Booms, Inflation Bites, Fed Shifts

    William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kevin Warsh’s early approach as Fed chair are shaping the macro outlook for the second half of 2026.

    Listen to the podcast
  • Investment Management

    Navigating a Split Consumer Landscape

    Supportive factors such as tax refunds are helping parts of the consumer economy, but geopolitical risks and inflation uncertainty continue to cloud the broader outlook.

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  • Equity Research

    How AI Clusters Are Supercharging Memory Demand

    The AI boom isn’t just about faster processors; it’s about moving data fast enough to keep them busy.

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  • Investment Management

    AI’s Biggest Healthcare Impact Isn’t Where You Think

    Despite excitement around drug development, AI’s most tangible healthcare benefits today are in reducing administrative burden and enhancing diagnostic imaging.

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  • Equity Research

    Can AI Improve Drug Development? It Depends on the Data

    Drug development is costly and often failure-prone. AI can help screen out weak candidates earlier, but only if the data is strong.

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  • Investment Management

    Inside China’s AI Boom

    As China develops an increasingly independent AI ecosystem, new investment opportunities are emerging across software, semiconductors, and digital infrastructure.

    Watch the video
  • Equity Research

    Economics Weekly: Warsh Wants Us to Think More About the Supply Side of the Economy

    In this Economics Weekly, Richard de Chazal contrasts the philosophical approaches taken by more recent Fed chairs with the approach that Kevin Warsh seems to be proposing.

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  • Equity Research

    Decoding the Market’s Resilient Equities and Rising Bond Yields

    Equities are showing resilience as markets flash caution. What does this divergence mean for investors?

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  • Equity Research

    How AI is Revolutionizing Software Development

    From AI coding assistants to autonomous agents, AI is fundamentally reshaping the software development lifecycle.

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  • Investment Management

    Emerging Markets—The New Engine of Global Growth

    We believe the case for emerging markets (EMs) has become increasingly compelling.

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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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