Thought Leadership
A collection of our longer-form, in-depth, perspectives from across the William Blair enterprise.
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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The Battle of Silicon vs. Lithium Metal
The battery industry has been in search of a revolution. While new architectures like Lithium-metal anodes and solid-state designs have received the lion’s share of development, funding, and investor attention, Jed Dorsheimer outlines his contrary thesis of why high-content silicon may deliver the evolution that the battery industry actually needs.
Read moreInvestment Management
U.S. Onshoring and Its Impact on U.S.-Centric Companies
As onshoring continues to reshape the global trade landscape, it is crucial for investors to understand its impact, as Rob Lanphier, partner, and Jim Jones, CFA, partner, explain. This article is featured on William Blair Investment Management's Active Never Rests blog.
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Cell Therapy and Autoimmune Disorders: Expanding CAR-Ts’ Utility Beyond Oncology
Equity research analysts Sami Corwin and Matt Phipps provide an overview of the known biological underpinnings of autoimmunity and the rationale for using chimeric antigen receptor T cells (CAR-Ts) to potentially treat millions who suffer from autoimmune diseases.
Read moreInvestment Banking
Aviation Services Industry Update
Encouraging business jet activity in recent months and positive Q3 trendlines for U.S. general aviation point to global aviation’s continued recovery.
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Increasingly Sophisticated Threats and Evolving Workplaces Prompt Sweeping Upgrades to U.S. Digital Infrastructure
A whole-of-government effort is underway to modernize the federal IT infrastructure and to establish its security and upkeep as indispensable to national security.
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Trick or Treat? Will the 2023 Leveraged Loan Market End on a Sweet Note or Leave Investors Haunted?
The U.S. institutional leveraged loan market showed signs of life in Q3, surging to the strongest quarter in 18 months as lender aggressiveness awoke from the grave.
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Third-Quarter Update on Biotech Funding, Pipeline Growth, and R&D Spending
Equity analysts Max Smock and Matt Larew examine the biotech industry’s funding levels, product pipeline, and pace of spending on research and development.
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Strengthening ESG Standards in Emerging Markets: A Catalyst for Investments and Growth
The encouraging trend of positive initiatives, such as improved corporate governance codes, heightened environmental disclosures, and efforts to promote gender diversity, underscores the growing significance of ESG in EMs.
Read moreInvestment Management
Navigating China’s Property Market
While investing in the Chinese property bond market is challenging, our emerging markets debt team sees light at the end of the tunnel.
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