Insights

In-depth analysis of stocks across the market-cap spectrum.

Our research analysts offer in-depth analysis of stocks across the market-cap spectrum, albeit with a particular focus on small- and midcap companies. We strive to identify best-of-breed companies that have promising long-term outlooks with attractive, sustainable earnings growth rates.

Recent Equity Research Insights

Wednesday, June 11, 2025

Navigating the AI Boom: Infrastructure and Regulation

In our final installment of Navigating the AI Boom, our research analysts explore notable AI regulatory frameworks, how the U.S. can keep up with innovation, and more.
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Monday, June 2, 2025

Navigating the AI Boom: Enterprise AI Adoption and Impact

From addressing GenAI adoption barriers to understanding energy consumption implications, the conversation surrounding AI’s next chapter is critical to unlocking its full potential. Discover our findings in our fourth installment of Navigating the AI Boom now.
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Friday, May 30, 2025

Economics Weekly: Reconciling Reconciliation Tax Bills

In this Economics Weekly, Richard de Chazal discusses the One Big Beautiful Bill Act, highlighting some of the main areas where it supports growth and where it will detract from it, as well as section 899.
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Friday, May 30, 2025

Monthly Macro: Tariffs, Tensions, and Turning Points

William Blair macro analyst Richard de Chazal unpacks the latest on global tariffs, inflation pressures, recession risks, and why smidcap stocks might be poised for a comeback in a shifting economic landscape.
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Friday, May 9, 2025

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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Tuesday, May 6, 2025

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

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

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

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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