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

Friday, May 9, 2025
Equity Research

Economics Weekly: The Dollar Dilemma

While further softening in the exchange rate is expected, in this Economics Weekly, Richard de Chazal discusses why the U.S. is likely still unable to shed its exorbitant privilege and reserve currency status anytime soon, even if there are many reasons to think it might want to.
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Thursday, May 8, 2025
Investment Banking

The Right Platform for This Moment

Amid the evolving economic landscape of the past few years and continued shifts in 2025, we at William Blair have worked hard to expand our platform and provide creative solutions.
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Tuesday, May 6, 2025
Equity Research

Cash is Still King, Especially During the Great Iberian Blackout (El Apagón)

The complete power outage across the Iberian Peninsula last week was a wake-up call. William Blair’s Richard de Chazal outlines five lessons to take away from the event.
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Friday, May 2, 2025
Equity Research

Economics Weekly: From Growth to GARP

In this Economics Weekly, Richard de Chazal discusses the shift from low, stable inflation to a more volatile regime and its implications for investors, including a potential move from growth investing to GARP (growth at a reasonable price) investing.
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Thursday, May 1, 2025
Equity Research

Monthly Macro with Richard de Chazal: April’s Economic Rollercoaster

William Blair macro analyst Richard de Chazal breaks down a wild month of macroeconomic news, focusing on the impact of President Trump’s tariff policies on the global economy, equity and bond markets, consumer confidence, and corporate inventory strategies.
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Wednesday, April 30, 2025
Equity Research

Navigating the AI Boom: Applications and Monetization

The number of GenAI companies emerging continues to grow, and how these apps are utilized differs between consumers and enterprises. In our third installment of Navigating the AI Boom, we explore the primary ways to monetize GenAI and how it may impact the software industry.
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Monday, April 28, 2025
Investment Banking

Headlines vs. Trendlines: Unpacking an Up-and-Down First Quarter

2025 began with a record-setting January, but gave way to a quiet March.
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Tuesday, April 22, 2025
Equity Research

Tracking Job Openings and Staffing Demand Trends

Global services analyst Trevor Romeo, CFA discusses the impact of recent economic uncertainties on the staffing industry, highlighting key trends and challenges faced by companies and exploring the evolving landscape of job openings and the future of staffing.
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Thursday, April 17, 2025
Investment Management

EM Corporate Debt: The Ripple Effects of Trade Uncertainty

Anezina Mytilinaiou, CFA, a corporate credit analyst on our emerging markets debt team, speaks to us from Miami, Florida, where she shares insights from JPMorgan’s Global Emerging Markets Corporate Conference.
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Tuesday, April 15, 2025
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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Monday, April 14, 2025
Investment Management

Global Outlook, Local Expertise: EM Debt Team Insights

Learn how our emerging markets debt team collaborates at its quarterly onsite meeting, which gathers the entire team in one location.
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Monday, April 14, 2025
Private Wealth Management

Brain Health with Lisa Genova: Enduring Strategies to Enhance Memory Care

Join renowned neuroscientist and author Lisa Genova, and William Blair’s head of Private Wealth Management, Ryan DeVore, as they explore preventative steps people can take to maintain brain health and navigate the challenges of Alzheimer’s and Dementia.
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Friday, April 11, 2025
Equity Research

Economics Weekly: Trump’s Bold Vision

In this Economics Weekly, Richard de Chazal attempts to outline this vision, how the president thinks it can be achieved, what the barometers of success are, and what could derail it.
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Friday, April 4, 2025
Investment Management

Navigating Economic Opportunities Amid Global Shifts

Olga Bitel, partner and global strategist at William Blair, shares key insights into navigating the new reality as the global economic landscape shifts in response to the new U.S. administration’s policies, as investors face both challenges and significant opportunities.
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