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Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.

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Our Latest Insights

  • Equity Research

    Monthly Macro: AI Booms, Inflation Bites, Fed Shifts

    William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kevin Warsh’s early approach as Fed chair are shaping the macro outlook for the second half of 2026.

    Listen to the podcast
  • Investment Management

    Navigating a Split Consumer Landscape

    Supportive factors such as tax refunds are helping parts of the consumer economy, but geopolitical risks and inflation uncertainty continue to cloud the broader outlook.

    Watch the video
  • Equity Research

    How AI Clusters Are Supercharging Memory Demand

    The AI boom isn’t just about faster processors; it’s about moving data fast enough to keep them busy.

    Read more
  • Investment Management

    AI’s Biggest Healthcare Impact Isn’t Where You Think

    Despite excitement around drug development, AI’s most tangible healthcare benefits today are in reducing administrative burden and enhancing diagnostic imaging.

    Watch the video
  • Equity Research

    Can AI Improve Drug Development? It Depends on the Data

    Drug development is costly and often failure-prone. AI can help screen out weak candidates earlier, but only if the data is strong.

    Read more
  • Investment Management

    Inside China’s AI Boom

    As China develops an increasingly independent AI ecosystem, new investment opportunities are emerging across software, semiconductors, and digital infrastructure.

    Watch the video
  • Equity Research

    Economics Weekly: Warsh Wants Us to Think More About the Supply Side of the Economy

    In this Economics Weekly, Richard de Chazal contrasts the philosophical approaches taken by more recent Fed chairs with the approach that Kevin Warsh seems to be proposing.

    Read more
  • Equity Research

    Decoding the Market’s Resilient Equities and Rising Bond Yields

    Equities are showing resilience as markets flash caution. What does this divergence mean for investors?

    Read more
  • Equity Research

    How AI is Revolutionizing Software Development

    From AI coding assistants to autonomous agents, AI is fundamentally reshaping the software development lifecycle.

    Read more
  • Investment Management

    Emerging Markets—The New Engine of Global Growth

    We believe the case for emerging markets (EMs) has become increasingly compelling.

    Read more
  • Equity Research

    The Sub-$10 Hourly Wage: Financial Modeling for the Humanoid Workforce

    What if robots become cheaper than human labor? This analysis breaks down the race to sub-$10 hourly labor and the massive investment opportunity that could follow.

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  • Girl with a backpack on looking at a lake
    Private Wealth Management

    Estate Planning Documents for Your College-Age Children

    Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.

    Read more
  • Equity Research

    Private Equity, M&A, and the New Shape of Accounting

    Private equity and consolidation are reshaping accounting, pushing M&A to the forefront as firms scale, expand service lines, and compete for talent and technology.

    Read more
  • Equity Research

    Economics Weekly: El Niño, the Next Supply Shock?

    In this Economics Weekly, Richard de Chazal looks at the potential impact of El Niño and how central bankers should be thinking about it.

    Read more
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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

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