William Blair Thinking
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Monthly Macro: Resilient Equities, Rising Yields, and a Shifting Playbook
As geopolitical tensions persist and inflation concerns resurface, equity markets remain resilient while bond markets signal a more cautious outlook. Richard de Chazal unpacks what’s driving this divergence, the durability of the U.S. consumer, and why quality may be coming back into focus.
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Autonomous Vehicles and the Evolving Auto Insurance Market
In this installment of On Risk: Leading Insurers Discuss Emerging Trends, Adam Klauber, William Blair’s group head of financial services and technology research, sits down with Andrew Robinson, CEO of Skyward Specialty Insurance; Mark Haushill, CFO of Skyward Specialty Insurance; Chris Moore, president of Apollo; and Taryn McHarg, CFO of Apollo, to explore how the autonomous vehicle (AV) ecosystem is reshaping insurance markets.
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Why the Roofing Industry Is the Next Frontier in Essential Services
Like other parts of essential services—a broad category that covers everything from pool maintenance to landscaping—roofing has captured investors’ attention. The market is not only massive and fragmented but inherently non-discretionary, given the enduring need for functional roofs.
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Economics Weekly: U.S. Consumer Is OK, but This Is Not a Consumer-Driven Expansion
In this Economics Weekly, Richard de Chazal looks at the U.S. consumer, with the view that they are still resilient, even as they face some headwinds. Simply put, this is not a consumer-driven recovery—it’s a capex one.
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