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

Recent Equity Research Insights
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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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Economics Weekly: Special Report on Liberation Day Tariff Announcements
In this special report on tariffs, we discuss the current tariff situation, what the Trump administration is hoping to achieve, and the potential impacts on growth and inflation. We also include thoughts from our research analysts whose companies are most directly impacted by President Trump’s announcements.
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Shaping the Future: Innovations and Trends in Obesity Treatment
William Blair biotech analysts Matt Phipps and Andy Hsieh discuss Andy’s innovative scoring system for evaluating investigational agents in obesity treatment. This system, highlighted in Andy’s report “Shaping the Future: Innovations and Trends in Obesity Treatment,” considers both weight loss and gastrointestinal side effects to provide a more comprehensive clinical assessment. Tune in to hear their insights on the future of obesity therapies, upcoming industry catalysts, and more.
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Navigating the Boom: Technological Advancements and Scaling AI
Artificial intelligence (AI) systems create and leverage vast amounts of data for practitioners, consumers, and investors. In our second installment of confronting GenAI’s most pressing questions, we explore AI's technological advancements and the potential ways experts are scaling them.
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Monthly Macro with Richard de Chazal—March 2025
William Blair macro analyst Richard de Chazal discusses the juxtaposition between weak consumer sentiment and solid economic data, exploring whether a recession is imminent and the implications of shifting inflation regimes, fiscal policy dominance, and ongoing tariff uncertainty.
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Economics Weekly: Debt, Tariffs, and Tax Cuts
In this Economics Weekly, we again examine the tariff question, but home in on how it relates to the market’s next major hurdle, which is extending the 2017 tax cuts, and the ultimate goal of all these changes, which is to bring down debt and restore confidence in U.S. public finances.
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Navigating the Boom: Confronting GenAI’s Most Pressing Questions
Delve into William Blair’s latest generative AI report, “Navigating the Boom: Confronting GenAI’s Most Pressing Questions.” Featuring insights from technology analysts Jason Ader, Arjun Bhatia, and Sebastien Naji, this episode explores the current state of AI, industry trends, and the future of AI development.
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Economics Weekly: Making Active Great Again
President Donald Trump’s rapid structural changes are transforming the U.S. economy. This report by Richard de Chazal, CFA, highlights the shift from labor to capital investment, the transition to a supply-driven inflation regime, and the dominance of fiscal policy.