William Blair
Market insights and commentary from William Blair.
United States3 articles
EquitiesMulti-Asset
Research
William BlairMulti-Asset
Market and Economic Insights | William Blair
William Blair's ongoing Economics Weekly and Monthly Macro series covers a broad range of macro topics including U.S. inflation, capex expansion, consumer resilience, housing, equity market dynamics, and geopolitical risks. The content spans mid-2025 through mid-2026, featuring macro analyst Richard de Chazal's views on structural inflation, the stock-bond correlation shift, quality stocks, and AI-driven capital expenditure cycles.
William BlairThematic
Trends and Perspectives | William Blair
William Blair's "Trends and Perspectives" hub aggregates recent research notes and commentaries spanning themes such as radiopharmaceuticals, humanoid robotics, AI's impact on IT spending and software security, micromobility, autonomous vehicles, and inflation/geopolitics in portfolio construction. The collection reflects a predominantly bullish stance on secular growth themes driven by technology and demographic shifts, with mixed considerations for macro and asset allocation.
William BlairThematic
AI Insights | William Blair
William Blair's AI Insights hub aggregates a series of equity research and thematic commentaries covering AI's cross-sector impact, including software security, accounting, drug development, energy constraints, healthcare, financial services, and capital formation. The collection spans mid-2025 through mid-2026 and is aimed at institutional investors seeking to identify AI-driven investment opportunities across growth equity sectors.