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Our Latest Insights

  • Equity Research

    Why Now Could Be the Time to Revisit Consumer Packaged Goods Stocks

    Valuations are compressed, sentiment is weak, and catalysts are building. Could consumer packaged goods stocks be ready for a comeback?

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  • Equity Research

    Economics Weekly: Record Margins, the AI Capex Cycle, and the Warning Signs to Monitor

    In this Economics Weekly, Richard de Chazal examines the quality of today’s earnings, assesses where we are in the AI capex cycle, and identifies the signals that would suggest the recovery is becoming more fragile.

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  • Private Wealth Management

    Portfolio Management for Business Owners

    Learn how William Blair can help you build a diversified, resilient portfolio that evolves alongside your business, personal priorities, and future goals.

    Watch the video
  • Equity Research

    GLP-1s and Fitness Clubs: The Structural Case for a Larger Market

    The rise of GLP-1 users could create a larger market for fitness clubs, especially among younger and middle-income consumers.

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  • Private Wealth Management

    The Great Wealth Transfer: Women at the Center of Wealth Stewardship

    As trillions of dollars change hands, women are taking on a more central role in managing, preserving, and passing on wealth.

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    Private Wealth Management

    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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  • Equity Research

    Economics Weekly: AI Might Not Be as Disinflationary as the Market Hopes

    In this Economics Weekly, Richard de Chazal discusses how we should really be thinking about the disinflationary impact of AI.

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  • Equity Research

    Following the Money: What the Agentic AI Funding Boom Means for Investors

    The rise of agentic AI has created a major funding wave, but investors should ask whether valuations are outpacing real-world adoption.

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  • Investment Management

    U.S. Small-Cap Equities—Why Now May Be the Moment to Lean In

    The investment landscape for small-cap equities has evolved, with several positive factors—pro-U.S. policies, a less restrictive regulatory backdrop, and sustained demand from AI infrastructure spending—contributing to what we believe is an increasingly favorable environment.

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  • Equity Research

    AI in Information Services: Why Trusted Data Matters More Than Ever

    William Blair global services analyst Andrew Nicholas examines whether artificial intelligence threatens information services companies or could ultimately make their data assets even more valuable.

    Listen to the podcast
  • Equity Research

    The Next Big Question in AI Economics: Who Captures Value as AI Models Converge?

    Falling AI costs and converging model performance are shifting where value can be captured.

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  • Your Wealth Journey

    Cash-Flow Planning for Retirement

    A five-step guide to generating retirement income efficiently and effectively.

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  • Your Wealth Journey

    Financing a College Education: Options to Consider

    Tips for developing the best strategy while keeping your financial goals intact.

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  • Equity Research

    GLP-1s and Restaurants: A Behavioral Shift, Not a Demand Collapse

    As GLP-1 use grows, restaurant visits may become less frequent, but higher spending per visit and demand for smaller portions point to new opportunities.

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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