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.

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Our Latest Insights

Friday, March 6, 2026
Equity Research

Economics Weekly: Iran, Energy, and the New Rules of Global Power

In this Economics Weekly, Richard de Chazal attempts to lay out our view of the conflict, how this fits into the global geopolitical framework, and what this might mean for financial markets.
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Friday, March 6, 2026
Investment Management

Emerging Markets Corporate Debt: 5 Themes to Watch in 2026

After delivering another year of solid performance in 2025, emerging markets (EM) corporate credit appears poised for another solid year in 2026.
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Wednesday, March 4, 2026
Equity Research

Monthly Macro: AI Anxiety, Software Selloffs, and the Search for Winners

In this episode of Monthly Macro, macro analyst Richard de Chazal and William Blair’s co-head of technology, media, and communications research, Jason Ader, unpack the sharp selloff in software stocks and the growing fear around AI-driven disruption.
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Tuesday, March 3, 2026
Investment Banking

Aviation Services Industry Update

2025 ended with strong momentum in business aviation, fueled by a global increase in flight activity, while engine bottlenecks and MRO capacity constraints persist and market expansion continues.
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Monday, March 2, 2026
Equity Research

Revolutionizing Cross-Border Business Payments

A faster, cheaper, always-on way to move money—stablecoins are transforming cross-border commerce.
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Thursday, February 26, 2026
Equity Research

Political Pressure and the Fragile Independence of the Fed

Political pressure and rising debt are quietly testing the Federal Reserve’s independence, having potentially profound implications for inflation and markets.
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Wednesday, February 25, 2026
Equity Research

AI and the Future of Healthcare Billing: A Breakthrough for Providers and Investors

By automating routine tasks, AI streamlines operations, reduces manual labor, accelerates payment cycles, and more.
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Wednesday, February 25, 2026
Equity Research

Is AI Driving the Productivity Boom?

While AI’s most significant impact may be yet to come, today’s productivity surge is driven less by artificial intelligence and more by post-pandemic investment cycles and tightening labor markets.
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Friday, February 20, 2026
Equity Research

Rare Earths: Navigating China’s Restrictions and the U.S. Response

The Department of Defense has invested more than $439 million in rare earth projects since 2020. Learn more about how these elements are essential to modern technology.
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Friday, February 20, 2026
Equity Research

Economics Weekly: Modern Day Engels’ Pause Is Not the Inevitable Outcome of AI

In this Economics Weekly, Richard de Chazal constructs a few scenarios around the current AI revolution and why we should not view that outcome as an unfortunate accident, but rather as a result of the decisions we make today.
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Wednesday, February 18, 2026
Equity Research

The Agentic Era: Vertical Software’s New Growth Engine

From automating entire workflows to unlocking trillions of dollars in new enterprise value, AI is transforming vertical software. Learn why industry-specific platforms are poised to lead the next wave of productivity and growth in the Agentic Era.
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Tuesday, February 17, 2026
Investment Banking

Interviewing Investors: A Step-by-Step Guide for Business Owners

The due diligence process is a two-way street—and business owners should perform detailed evaluations of potential partners.
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Tuesday, February 17, 2026
Equity Research

Data Centers: The Quiet Champion of Commercial Real Estate Growth

AI and cloud computing are fueling explosive growth in data centers, quietly transforming them into commercial real estate’s next powerhouse sector. Firms that build on their existing expertise to manage these highly specialized facilities stand to capture meaningful, durable growth for years to come.
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Friday, February 13, 2026
Equity Research

Economics Weekly: The Industrial Rotation

In this Economics Weekly, Richard de Chazal looks at what the financial market and real economic data are telling us about the durability of the rotation toward industrials as well as where this recovery could hit major roadblocks.
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