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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

Investment Banking

Waiting for the Dam to Burst in Secondaries

Much of what can be said for the overall M&A market heading into 2024 can be said for secondaries—activity still hasn’t fully recovered, there’s a lot of capital on the sidelines, and global turmoil keeps getting in the way. In this quarterly update, we look back at 2023 and forward to 2024, with close looks at GP-led secondaries and the evolution of underserved areas.

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Equity Research

Monthly Macro with Richard de Chazal—January 2024

Jobs, housing, QT, and the Red Sea. Listen as macro analyst Richard de Chazal examines the current economic indicators, provides context around the potential end to QT, and offers his perspective on a possible Fed pivot, in the first Monthly Macro episode of the year.

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Investment Management

Paving the Way for Non-U.S. Equity Outperformance

Non-U.S. equities are likely beneficiaries of falling interest rates in the U.S. and the dollar weakening rather than strengthening. Ken McAtamney, head of the global equities team, explains why these could potentially pave the way for a good year for global equities. This article is featured on William Blair Investment Management's Active Never Rests blog.

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Equity Research

Will the Fed End Its QT in 2024?

Richard de Chazal examines another important aspect of the Fed—its balance sheet—and outlines what has motivated the discussion on ending its quantitative tightening (QT) so soon.

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Equity Research

Biotech Breakthroughs—The Revolutionary Potential of Cell Therapy for Autoimmune Disorders

Clinical case studies have sparked significant interest in the use of CAR-T for autoimmune disorders, potentially expanding CAR-Ts’ utility beyond oncology. In this podcast episode of Biotech Breakthroughs, equity research analyst Sami Corwin offers an overview of the known biological underpinnings of autoimmunity and rationale for using CAR-T as a therapeutic, breaks down the CAR-T cell therapy competitive landscape, and analyzes the potential market opportunity for these therapies.

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