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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

  • Equity Research

    Monthly Macro: Tariffs Primer

    William Blair macro analyst Richard de Chazal and consumer analyst Dylan Carden delve into the implications of the recent U.S. election results on tariffs, the specialty retail sector, and broader economic trends.

    Listen to the podcast
  • Investment Management

    Opportunities in Biotech

    Tommy Sternberg, CFA, partner, a research analyst on our global equity team, says that despite subdued investor appetite in biotech, there are opportunities for companies that demonstrate successful drug development and strong product launches.

    Watch the video
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    Private Wealth Management

    Pre- and Post-Transaction Planning Checklist

    Proactive pre- and post-transaction wealth planning can affect your strategy as you consider the sale of your business.

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  • Shivani Patel
    Investment Management

    Reducing Real-World Emissions

    Shivani Patel, a sustainability analyst on our U.S. growth and core equity team, discusses what she learned at a sustainability conference about the push to reduce real-world emissions.

    Watch the video
  • Woman at a computer
    Private Wealth Management

    Risk: Understanding and Managing an Inevitable Part of Investing

    Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.

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  • Marianan Villalba
    Investment Management

    Emerging Markets Corporate Debt: Summit Research Platform

    To help synthesize information about the countries in which we invest, as well as global trends, our emerging markets debt team uses an internal technological research platform called Summit.

    Watch the video
  • Equity Research

    Solar Myths, Nuclear Truths, and the Future of Energy

    Jed Dorsheimer welcomes Doomberg for an in-depth discussion on the complexities of renewable energy integration and its impact on grid efficiency, exploring the challenges posed by the variability of renewables, the resurgence of nuclear power, and the critical role of natural gas in bridging the energy transition.

    Listen to the podcast
  • Investment Banking

    Exit Strategy: Preparing Yourself

    Preparing yourself and your family can be one of the most overlooked parts of an exit strategy. But it goes beyond maximizing tax efficiency and unlocking newfound wealth—it’s a monumental transition filled with emotional considerations.

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  • Investment Management

    A Tempered Outlook for Agricultural Equipment

    Carson Dickson, CFA, a research analyst on our U.S. value equity team, discusses the outlook for agricultural equipment.

    Watch the video
  • Investment Management

    India’s Quick Commerce Revolution

    Jayesh Kannan, CFA, explains the advancements India has made in its physical and digital infrastructure.

    Watch the video
  • Equity Research

    Decoding the Fourth Law of Thermodynamics and Its Impact on the Economy

    Jed Dorsheimer sits down with Andy Lees, founding partner of MacroStrategy Partnership, to explore the critical role of energy in our economy, touching on topics from renewables to inflation and the upcoming U.S. elections, and diving deep into the ways in which energy systems, economic growth, and social hierarchy intersect.

    Listen to the podcast
  • Investment Banking

    Leveraged Finance Newsletter—Unmasking M&A Activity

    Left for dead for nearly two years, the M&A leveraged loan market came back to life in the third quarter, with the Fed’s first interest rate cut in years opening the door for a wave of activity.

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    Private Wealth Management

    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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  • Private Wealth Management

    Using a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes

    A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.

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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