William Blair Thinking
Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.
Our Latest Insights
On the Ground and in the Cloud: Observability and AIOps
William Blair tech analyst Jake Roberge joins the show to discuss the observability and AIOps software markets, including the increasingly important role these platforms are playing for businesses of all sizes, why they are gaining momentum over legacy monitoring tools, and some of the key trends he’s seeing in the market.
Listen to the podcast
What Gold, Copper, and Treasurys Are Telling Us About Growth and Inflation
Gold and U.S. Treasuries have historically had a negative correlation. Recently, however, yields are rising and gold continues to reach new highs. Macro analyst Richard de Chazal provides a deep examination of these dynamics and offers his views on the reasons, along with potential implications for investors.
Read more
The Unique Challenges of Pre-Liquidity Planning in 2024 (and 2025)
Pre-liquidity planning in 2024 will be anything but dull. Find out what business owners on the cusp of a liquidity event should know—and how they should prepare.
Read more
The Quarterly Rx: Q1 2024 U.S. Biopharma Recap
Biopharma’s rebound came into full effect in Q1 2024. In this report, William Blair's biopharma team shares its perspectives on the biopharma environment in Q1 2024 and what to expect for the remainder of the year.
Read more
Making Sure America Gets Bang for Its Infrastructure Buck
The country’s electrical, water, telecom, and transit systems are facing years of catch-up repair and maintenance needs—and not even a massive infusion of federal dollars can address all of them.
Read more
Three Issues in Zambia
Dan Wood speaks to us from Zambia, where restructuring, mining, and currency appreciation are top of mind for emerging markets debt investors.
Watch the video
Is Angola Ready to Re-engage with the IMF?
Dan Wood speaks to us from Angola, where he seeks to determine if the country is ready to engage with the IMF and whether oil production and privatization will pick up.
Watch the video
Monthly Macro with Richard de Chazal—March 2024
In this episode, Richard discusses the latest in macroeconomic news for March, including the latest FOMC dot plot, stubborn inflation, stock markets, and the real estate pain being felt by banks.
Listen to the podcast
Is This Another Market Bubble?
Are we facing a stock market bubble? In some ways, the acute rise in select stocks could suggest we are. However, as macro analyst Richard de Chazal examines, many of the valuation metrics of companies driving these gains have so far delivered on these expectations, relative the late 1990s, when it was mostly all narrative and no numbers.
Read more
The Potential Impact of GLP-1s on Restaurants and Fitness Clubs
Will consumer relationships with restaurants and fitness centers change as GLP-1s grow in popularity? Sharon Zackfia, group head of consumer research, breaks down the results of two recent proprietary surveys conducted to gain insight into whether reduced caloric consumption among GLP-1 users could lead to a sales slowdown for restaurants and provide a material tailwind for fitness companies.
Listen to the podcast
William Blair Private Capital Advisory: 2024 Secondary Market Report
The secondary market showed resilience in 2023, with overall volume increasing by 5% year-over-year despite macroeconomic challenges, and market insiders are bullish about prospects for 2024.
Read more
Aviation Services Industry Update
A strong fourth quarter offered encouraging signs for business jet and general aviation’s continued recovery.
Read more
GLP-1s: The $100 Billion Answer to a Trillion-Dollar Question
Ryan Daniels, CFA, partner and group head of healthcare technology and services, discusses the impact of GLP-1 drugs on healthcare spending and care delivery, along with the need for healthcare services and digital health providers that can help employers and consumers effectively manage the emerging wave of GLP-1 drugs.
Listen to the podcast
4 Truths and 4 Myths About Partnering With Private Equity
Misconceptions about private equity are so common that some investors try to avoid using the term itself.
Read moreDelivered to Your Inbox
Stay up-to-date with the latest William Blair news and insights