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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Investment Management
Emerging Markets Debt Summit Research Platform
To help us synthesize information about the countries we invest in, as well as global trends, our emerging markets debt team uses an internal technological research platform called Summit.
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Equity Research
How Material Science Companies are Changing the Industrials Landscape
Material science tech companies are positively disrupting traditional products by melding innovation with sustainability. Equity analyst Ryan Merkel, CFA, explores why two markets—construction and packaging—are ripe for change.
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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
Three Tailwinds for Earnings This Reporting Season
With corporate earnings season once again upon us, macro analyst Richard de Chazal highlights three areas that he believes helped to support earnings this past quarter: the dollar, pricing power, and productivity.
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Private Wealth Management
The 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
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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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Investment Management
Understanding Industrial Business Cycles Post-COVID
Post-COVID, it’s more important than ever for investors to understand where companies are in their business cycle.
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Investment Management
Emerging Markets Debt 2024: From Headwinds to Tailwinds
After a few years of lackluster investment performance in emerging markets debt, we anticipate a strong 2024.
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Investment Management
Emerging Markets Equity 2024: Markets Diverge as a New Cycle Unfolds
Emerging markets can be an efficient way to access some of the world’s most powerful secular themes.
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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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Investment Banking
The Quarterly Rx: 2023 U.S. Biopharma Recap
From the regional banking crisis in March to FTC and IRA legal challenges and global macroeconomic uncertainty, 2023 was another challenging year for biopharma.
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Investment Management
Vast Potential for Pakistan?
Johnny Chen explains why the IMF Stand-By Arrangement is helping stabilize Pakistan.
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