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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

    Following the Money: What the Agentic AI Funding Boom Means for Investors

    The rise of agentic AI has created a major funding wave, but investors should ask whether valuations are outpacing real-world adoption.

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  • Investment Management

    U.S. Small-Cap Equities—Why Now May Be the Moment to Lean In

    The investment landscape for small-cap equities has evolved, with several positive factors—pro-U.S. policies, a less restrictive regulatory backdrop, and sustained demand from AI infrastructure spending—contributing to what we believe is an increasingly favorable environment.

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  • Equity Research

    AI in Information Services: Why Trusted Data Matters More Than Ever

    William Blair global services analyst Andrew Nicholas examines whether artificial intelligence threatens information services companies or could ultimately make their data assets even more valuable.

    Listen to the podcast
  • Equity Research

    The Next Big Question in AI Economics: Who Captures Value as AI Models Converge?

    Falling AI costs and converging model performance are shifting where value can be captured.

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  • Your Wealth Journey

    Cash-Flow Planning for Retirement

    A five-step guide to generating retirement income efficiently and effectively.

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  • Your Wealth Journey

    Financing a College Education: Options to Consider

    Tips for developing the best strategy while keeping your financial goals intact.

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  • Equity Research

    GLP-1s and Restaurants: A Behavioral Shift, Not a Demand Collapse

    As GLP-1 use grows, restaurant visits may become less frequent, but higher spending per visit and demand for smaller portions point to new opportunities.

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  • Equity Research

    Economics Weekly: The Path of Least Resistance for Yields Is Still Higher

    In this Economics Weekly, Richard de Chazal discusses what factors are driving yields higher and the historical response from policymakers.

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    Your Wealth Journey

    Becoming a Parent: 10 Steps to Financially Prepare for a Growing Family

    If you or a loved one are preparing to welcome a child, here are 10 financial steps to consider.

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  • Two scientists
    Your Wealth Journey

    Beginning Your Career and Understanding Your Finances

    Tips for managing your money as you start your career.

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  • Private Wealth Management

    Navigating Career Breaks: Financial Strategies for Women Caregivers

    Caregiving career breaks can disrupt long-term savings. Learn practical ways to protect retirement, manage cash flow, and plan your return to work.

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  • Equity Research

    Insurance AI’s Next Phase: Beyond Incremental Efficiency

    Insurance carriers are using AI to improve workflows, but long-term competitive advantage may depend on rethinking how work gets done.

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  • Equity Research

    One-and-Done or Dose-and-Repeat? Gene Editing Faces RNA Competition

    The race between permanent gene edits and repeat-dose RNA therapies is reshaping how investors and developers assess therapeutic value.

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  • Private Wealth Management

    Retirement and Wealth Transfer: What They Mean For Shareholders

    For many investors, the two most important financial goals are to fund a long and successful retirement and to transfer their wealth. With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.

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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.

For disclosure information, please visit www.williamblair.com/disclosures