William Blair Thinking
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Our Latest Insights
Does My Family Need a Family Office?
Families with significant resources are increasingly turning to formalized family offices to creatively deploy and manage their capital.
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Packaging M&A Activity Slower, but Shows Resilience with Positive Signs for 2024
M&A activity in the packaging industry remained muted throughout 2023’s first half amid a difficult lending market and COVID-19’s continued impact on supply chains. Despite the continuing market dislocation, William Blair’s packaging team remains highly active and is beginning to see positive signs emerging.
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Roth IRA Conversions: What They Mean For Shareholders
A Roth IRA conversion can serve as a valuable tool for transferring wealth when applied under the proper conditions.
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Putting the Tech in Biotech: A Deep Dive on AI in the Sector
In this inaugural episode of Biotech Breakthroughs, equity research group head Tim Lugo speaks about the impact of artificial intelligence and machine learning on the biotechnology industry, including the ways in which AI is revolutionizing drug development, impacting valuations, and the potential risks that lie ahead.
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Transitions in Value: Technology
When the world changes, opportunities to find value may present themselves. Here are some recent examples of technology sector segments that are being affected by transitions. This article is featured on William Blair Investment Management's Active Never Rests site.
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Using a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
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Balancing Retirement and Wealth-Transfer Goals
With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.
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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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Thinking Differently About Recruiting
While the Blair Connect summer internship program is only two years old, it’s already impacting how we approach recruiting, says Drew Buckley, CFA, partner, and research analyst on the global equity team.
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Cultivating a Passion for Finance
Yan Krasov, CFA, partner, and research analyst on the U.S. growth and core equity team, explains how the Blair Connect summer internship program allows students to discover unique career opportunities in finance.
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Redefining Career Possibilities
A former Blair Connect summer intern, Sergio Gaona explains how the program helped him find his career path at William Blair.
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Bridging the Gap with Small-Mid Value
Learn why we think SMID-cap value offers the best of small-cap value and mid-cap value—and where we think there are opportunities.
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Evaluating the ‘Generational’ Impact of AI in Information Services
Equity Analyst Andrew Nicholas details how AI provides information services companies with a major opportunity for revenue growth and margin expansion, and the 8 factors he believes will ultimately determine future success.
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Coming Health Care Cost Tsunami: Driving a Need for Engagement and Cost Containment Solution
Healthcare equity research group head Ryan Daniels walks through his team’s report, the Coming Healthcare Cost Tsunami, to discuss how employers are leveraging partners to drive greater health and benefit satisfaction among employees and contain healthcare costs more effectively.
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