
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
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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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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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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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Navigating the Primary Economic Risks Facing U.S. Households in 2026
While America’s economy appears resilient heading into 2026, hidden risks remain. From rising healthcare costs to potentially overexposed investment portfolios to equities, discover the key threats that could shake U.S. households this year.
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Economics Weekly: A Look Ahead at the 2026 Midterms
In this Economics Weekly, we examine the key issues shaping voters’ views as the November midterm elections approach, assess which parties are most likely to control the House and Senate, and consider the potential ramifications for the remainder of the Trump presidency.
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Setting the Stage for a 2026 Value Revival
Members of our U.S. value equity team explain why 2026 could mark a turning point for small- and SMID-cap value, citing improving fundamentals, historically wide valuation gaps, easing monetary policy, and the potential for a broader, more balanced market recovery.
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