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

Friday, August 15, 2025

Economics Weekly: Is Slowing Employment Growth Demand- or Supply-Driven?

Chair Powell’s comments at the press conference for the latest FOMC meeting highlight one of the biggest challenges for the Fed (and financial market participants) at the moment—deciding how much of the slowdown in the labor market is due to a shortage in the supply of workers and how much is due to softening demand.
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Thursday, August 14, 2025

Tapping Into the World of Water

In a recent report by William Blair’s Brian Drab and Trevor Sahr, we highlight global problems related to water, including water scarcity, aging infrastructure, and water quality and contamination. The report also details several solutions that we believe are critical to addressing these problems.
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Tuesday, August 5, 2025

Monthly Macro: Tariffs, Tokens, and Smidcaps

William Blair macro analyst Richard de Chazal dissects July’s economic surprises—from noisy GDP data and sticky inflation to the disruptive rise of stablecoins and a renewed case for small- and midcap stocks.
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Thursday, July 31, 2025

Healthcare Mosaic: Advanced Specialty Care Update

William Blair’s equity research group head of healthcare technology and services dives into the growing importance of advanced specialty care in the value-based care market.
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Thursday, July 31, 2025

Next-Generation Brands: Ripples in Still Water

In the latest Industry Insights report, William Blair’s Jon Andersen identifies how next-generation brands drive scale and build long-term profitability and shareholder value.
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Friday, July 25, 2025

Economics Weekly: Restating the Case for Smidcaps

In this Economics Weekly, Richard de Chazal once again makes the case for why investors should shift their focus toward the long overlooked and underowned smidcap stock.
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Friday, July 18, 2025

Economics Weekly: Stablecoins the Great Disrupter?

In this Economics Weekly, Richard de Chazal discusses the topic of stablecoins, what’s attractive and not attractive about them, what risks they pose, why the central bankers worry about them, and why fiscal policymakers favor them.
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Friday, July 11, 2025

Economics Weekly: Is This Dollar Regime Change?

In this Economics Weekly, Richard de Chazal reassesses the current dollar regime and why we might now be at a turning point for the currency.
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Wednesday, July 9, 2025

The Connected Worker Revolution: Portable Gas Detection Leading the Charge in Industrial Safety

Based on industry commentary and recent financial results from the portable gas OEMs, our industrials research analysts believe connected worker technology has reached an inflection point in the market.
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