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.
Our Latest Insights
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Navigating the Primary Economic Risks Facing U.S. Households in 2026
While America’s economy appears resilient heading into 2026, hidden risks remain. From rising healthcare costs to potentially overexposed investment portfolios to equities, discover the key threats that could shake U.S. households this year.
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Economics Weekly: A Look Ahead at the 2026 Midterms
In this Economics Weekly, we examine the key issues shaping voters’ views as the November midterm elections approach, assess which parties are most likely to control the House and Senate, and consider the potential ramifications for the remainder of the Trump presidency.
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Setting the Stage for a 2026 Value Revival
Members of our U.S. value equity team explain why 2026 could mark a turning point for small- and SMID-cap value, citing improving fundamentals, historically wide valuation gaps, easing monetary policy, and the potential for a broader, more balanced market recovery.
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Meet the Portfolio Managers: Matt Fleming and Mark Goodman
Matt Fleming and Mark Goodman share the experiences and principles that shaped their approach to value investing, the lessons that guide their decision-making, and why William Blair’s investment-led, partnership-driven culture supports long-term success for clients.
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Going for Gold: After a Respectable 2025, Does a Resurgence Await?
The leveraged finance market proved resilient in 2025, with stable-to-rising activity despite policy swings and economic uncertainty. With borrower-friendly conditions and anticipated M&A momentum, 2026 is poised for a stronger finish if volatility stays contained.
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