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.

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Our Latest Insights

Equity Research

The Next Leg of the Capex Revival

For almost a decade, a central theme in William Blair’s research has been about the unfolding productivity and capex revival. Macro Analyst Richard de Chazal explains that while the progress around this narrative has been slow, evidence suggests momentum has started to pick up as a result of several structural economic dynamics.

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Equity Research

Digital Advertising Budgets Continue to Recover Steadily

Equity analyst Ralph Schackart breaks down findings from his team’s quarterly digital advertising executive survey, including the continued improvement in confidence among advertising executives as it relates to go-forward budgeting, the increased importance of video and search in online ad strategies, and the anticipated impact that recent regulations will have on which social media platforms ad executives plan to use in the future.

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Investment Banking

Leverage Loan Volume in Q1 Eclipses 2023

Q1 institutional loan volume hit its highest total since 2021, revitalizing leveraged finance markets after a humdrum 2023. With higher deal volume, anticipated rate cuts, and a more encouraging economic outlook, lenders are optimistic about the remainder of 2024.

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Equity Research

Monthly Macro with Richard de Chazal—April 2024

In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal puts inflation and Fed rates under a microscope, explains the correlation between gold prices and bond yields, and discusses the Fed’s independence when it comes to policy changes during an election year.

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Investment Banking

Buy-Side Tactics—and Mistakes to Avoid

Whether a founder-owned business is considering its first acquisition or executing a defined consolidation strategy, there are effective tactics to gain a competitive edge. There are also some common mistakes.

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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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Private Wealth Management

Your Estate Plan – Capture the Golden Opportunity Before It Sunsets

Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.

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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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