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
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.
Listen to the podcast
Investment Management
Behind Korea’s Thriving Medical Aesthetic Industry
Richard Reznick, Ph.D., speaks to us from Korea, where the medical aesthetic industry is providing unique investment opportunities.
Read more
Private Wealth Management
Developing Pathways to Planned Giving and High-Impact Philanthropy
Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
Read more
Equity Research
How 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 video
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.
Read more
Investment Management
Japan: 3 Key Healthcare Themes
Richard Reznick, Ph.D., discusses three key healthcare themes in Japan while on the ground in Tokyo.
Read more
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.
Listen to the podcast
Private Wealth Management
Applying for College Financial Aid
What you need to know about applying for financial aid and enhancing your family’s aid eligibility.
Read more
Investment Management
Economic Diversification in Saudi Arabia
Research Analyst Bryan Shea explains how Saudi Arabia’s Vision 2030 plan is impacting the Kingdom’s economy and investment opportunities across the region.
Watch the video
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.
Read more
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.
Read more
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.
Read more
Investment Banking
CMMC 2.0 Set to Materially Expand Cyber and Regulatory Compliance Market
The 220,000+ companies that contract with the Department of Defense will soon face a significantly expanded regulatory framework—known as CMMC 2.0—designed to thwart increased cyber threats and secure the defense industrial base.
Read more
Private Wealth Management
Life After Employee Benefits
In addition to retirement considerations, any employee preparing to leave a job should plan for life after employee benefits.
Read moreDelivered to Your Inbox
Stay up-to-date with the latest William Blair news and insights