Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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.
Listen to the podcastHow AIOps Helps Unlock New Efficiencies in an Increasingly Complex IT Landscape
Equity analyst Jake Roberge explains the increasingly important role the observability and AIOps software markets are playing for businesses of all sizes, why these platforms are gaining momentum over legacy monitoring tools, and the key trends he’s seeing throughout the sector.
Watch the videoMonthly 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.
Listen to the podcastOn the Ground and in the Cloud: Observability and AIOps
William Blair tech analyst Jake Roberge joins the show to discuss the observability and AIOps software markets, including the increasingly important role these platforms are playing for businesses of all sizes, why they are gaining momentum over legacy monitoring tools, and some of the key trends he’s seeing in the market.
Listen to the podcastWhat Gold, Copper, and Treasurys Are Telling Us About Growth and Inflation
Gold and U.S. Treasuries have historically had a negative correlation. Recently, however, yields are rising and gold continues to reach new highs. Macro analyst Richard de Chazal provides a deep examination of these dynamics and offers his views on the reasons, along with potential implications for investors.
Read moreWilliam Blair Analysts on Artificial Intelligence’s Impact
How is artificial intelligence playing out across sectors? What are the opportunities for growth? William Blair research analysts discuss current trends in the consumer, healthcare, and technology landscapes.
Read moreMonthly Macro with Richard de Chazal—March 2024
In this episode, Richard discusses the latest in macroeconomic news for March, including the latest FOMC dot plot, stubborn inflation, stock markets, and the real estate pain being felt by banks.
Listen to the podcastIs This Another Market Bubble?
Are we facing a stock market bubble? In some ways, the acute rise in select stocks could suggest we are. However, as macro analyst Richard de Chazal examines, many of the valuation metrics of companies driving these gains have so far delivered on these expectations, relative the late 1990s, when it was mostly all narrative and no numbers.
Read moreThe Potential Impact of GLP-1s on Restaurants and Fitness Clubs
Will consumer relationships with restaurants and fitness centers change as GLP-1s grow in popularity? Sharon Zackfia, group head of consumer research, breaks down the results of two recent proprietary surveys conducted to gain insight into whether reduced caloric consumption among GLP-1 users could lead to a sales slowdown for restaurants and provide a material tailwind for fitness companies.
Listen to the podcast