Insights
In-depth analysis of stocks across the market-cap spectrum.
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Recent Equity Research Insights
The Emerging Shift in Economic Growth Drivers
In this week’s Economics Weekly, William Blair Macro Analyst Richard de Chazal reexamines America’s trajectory and what this could mean for the structure of growth dynamics going forward.
Read moreMonthly Macro with Richard de Chazal—June 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal walks through highlights from William Blair’s 44th Annual Growth Stock Conference and explains how the event provides a window into the state of the U.S. consumer. He also dissects the latest macro data, including CPI and PPI releases, the FOMC meeting, and the impact of the European elections on the global macro landscape.
Listen to the podcastPursuing an Active Approach Amid Economic Uncertainty
William Blair macro analyst Richard de Chazal shares his market insights and discusses the economic indicators he will be watching closely in the second half of 2024.
Read moreExploring Opportunities Within Banktech
Financial services and technology analyst Cristopher Kennedy digs into his report on the banktech industry, exploring the rapid adoption of digital banking and the resulting surge in app-based consumer engagement, the evolving regulatory landscape, and the importance of technology investments for the sector.
Listen to the podcastProvider Burnout—Addressing the Latest Healthcare Crisis With Emerging Technology Solutions
William Blair’s equity research group head of healthcare technology and services analyzes provider burnout across the U.S. healthcare market, how it’s creating capacity issues in the industry, and the potential for technology and other workforce investments to help reduce burnout and increase access to care.
Read moreAnticipating the Next Frontier for GLP-1 Therapies
Over the past 3 years, the GLP-1 drug class has revolutionized how obesity is managed, and no other therapeutic category has made such a profound impact in that short period of time. Andy Hsieh, Ph.D., partner, explores how recent scientific advances created optimism that there will be more novel drug candidates, potentially generating a wave of new therapies that could help millions of patients around the world.
Watch the videoThe Future of GLP-1s
Biotech equity research analysts Andy Hsieh and Matt Phipps join group head Tim Lugo to discuss the latest developments in GLP-1s for diabetes and obesity treatment, including the emergence of oral therapies and the profound weight loss results seen in recent datasets. The conversation also covers the commercial trajectory of drugs like semaglutide and tirzepatide, the potential for market growth, and the challenges of patient retention and reimbursement, concluding with a look at the future of the field, including the exploration of new mechanisms and the focus on quality of weight loss.
Listen to the podcastDealing With a Stronger Dollar
In this Economics Weekly, Macro Analyst Richard de Chazal looks at what’s driving the dollar, its impact on inflation, and the S&P 500 sectors that perform best and worst with a stronger dollar.
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