Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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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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Navigating the Boom: Understanding the Economic Impact of Artificial Intelligence
From increased productivity to software development to content creation, GenAI is ushering in a new era of rapid advancement. In our first installment of confronting GenAI's most pressing questions, we explore the economic impact of AI and where the most untapped opportunities are for investors.
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Monthly Macro with Richard de Chazal—February 2025
William Blair macro analyst Richard de Chazal reflects on February’s economic narratives, including the impact of noisy data, government spending cuts, climate change, mass deportations, recent inflation data, and the evolving nature of inflation on future monetary policy decisions.
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Accounting Insights: Navigating Growth and Technology Trends
In this episode of William Blair Thinking Presents, global services analyst Andrew Nicholas, CPA, discusses findings from his team’s extensive inaugural survey of accounting services executives, covering industry dynamics such as organic revenue growth, technology use, and M&A trends.
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Exploring Energy Economics With Dr. Carey W. King
Dr. Carey W. King from the University of Texas at Austin delves into the intricate relationship between energy systems, the economy, and the environment, exploring his innovative HARMONEY Model and discussing the critical role of energy in shaping macroeconomic policies and future sustainability.
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William Blair Thinking Podcast – Monthly Macro: 2025 Kick-Off
In the first Monthly Macro episode of 2025, William Blair macro analyst Richard de Chazal recounts the numerous events that have shaped the economic landscape since the start of the year. He explores the implications of recent executive policies, the Fed’s decision to hold rates steady, the unusual behavior of Treasury yields, and what these developments mean for the economy as we move further into 2025.
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We’re on IT: Navigating 2025’s Dynamic IT Services Landscape
In this episode of William Blair Thinking Presents, technology analyst Maggie Nolan, partner, CPA, dives into the latest trends in IT services, exploring the impact of generative AI, data infrastructure, and political influences on the industry.
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Digital Health Update—No Longer Unicorns, But Phoenixes Abound
In this episode of William Blair Thinking Presents, Ryan Daniels, CFA, group head of the healthcare technology and services research sector, discusses the latest trends in the digital healthcare marketplace, focusing on consumer-facing solutions, the rise and fall of digital health companies, and the evolving investment landscape.
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