Trends and Perspectives

Stay up to date with our take on trends that matter most.

Our Latest Perspectives

Wednesday, September 16, 2026

The Gender Investment Gap: How Women Invest

Women often invest with purpose and discipline, traits that can support long-term success. Understanding how to put those strengths into action can help build greater confidence and financial momentum.
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Tuesday, September 15, 2026

Moving Continues Driving Big Home Upgrade Decisions

Homeowners planning to move are far more likely to renovate, particularly for larger, higher-value projects.
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Monday, September 14, 2026

How Technology Is Reshaping the Client Experience in Insurance Brokerage

Technology is changing what clients expect from insurance brokers, creating faster service, smarter insights, and seamless digital access essential to retention.
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Friday, September 11, 2026

Why Now Could Be the Time to Revisit Consumer Packaged Goods Stocks

Valuations are compressed, sentiment is weak, and catalysts are building. Could consumer packaged goods stocks be ready for a comeback?
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Thursday, September 10, 2026

Portfolio Management for Business Owners

Learn how William Blair can help you build a diversified, resilient portfolio that evolves alongside your business, personal priorities, and future goals.
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Thursday, September 10, 2026

GLP-1s and Fitness Clubs: The Structural Case for a Larger Market

The rise of GLP-1 users could create a larger market for fitness clubs, especially among younger and middle-income consumers.
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Wednesday, September 9, 2026

The Great Wealth Transfer: Women at the Center of Wealth Stewardship

As trillions of dollars change hands, women are taking on a more central role in managing, preserving, and passing on wealth.
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Wednesday, September 9, 2026

Roth IRA Conversions: A Powerful Wealth-Transfer Tool

A Roth IRA conversion can serve as a valuable tool for transferring wealth when applied under the proper conditions.
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Thursday, September 3, 2026

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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Thursday, September 3, 2026

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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