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AT WILLIAM BLAIR

Hugo Scott-Gall, Partner

Portfolio Manager, Co-Director of Research

Hugo Scott‐Gall, partner, is a portfolio manager for the Global Leaders and Emerging Markets Leaders strategies, and co-director of research for the global equity team. Before joining William Blair in 2018, Hugo was a managing director and head of the thematic research team at Goldman Sachs. In that role, he managed a global team of approximately 15 people who investigated thematic changes, analyzed their effects across industries, and sought to identify long‐term structurally advantaged companies. He and his team produced Fortnightly Thoughts, a publication offering thematic insights across sectors, and GS Sustain, a long‐term‐focused publication that sought to find best‐in‐breed companies, with environmental, social, and governance (ESG) analysis forming an integral part of the process. He also oversaw GS Dataworks, a team that used alternative data to augment fundamental research. Before his move into thematic research, Hugo was an equity research analyst covering European transportation companies. Before joining Goldman Sachs, he was an equity research analyst at Fidelity Investments.

Turning Points for 2023

Hugo Scott-Gall, Partner
A Step Ahead

Olga and Hugo walk into the new year with an eye on potential trend shifts, such as the end of U.S. interest-rate hikes and a weakening U.S. dollar. They discuss China’s reopening as a source...

Lessons From a Chaotic Year

Hugo Scott-Gall, Partner
A Step Ahead

Olga and Hugo review their predictions and explore what surprised them in 2022, focusing on gross domestic product (GDP), interest rates, earnings growth, energy prices, and the dollar. Hugo: Olga, this has been quite the...

Falling Birth Rates: A Vote on Economic Policy?

Hugo Scott-Gall, Partner
A Step Ahead

 Olga and Hugo consider China’s rapidly dropping birth rate and its implications for growth. Demography isn’t necessarily destiny. Other countries have seen dramatic declines in fertility—only to turn things around with economic recovery. Hugo: In...

Cheers to the Next 5 Years, Part I

Hugo Scott-Gall, Partner
A Step Ahead

The events of the past year have accelerated the transformation of energy infrastructure and the digitization of the workplace. Olga and Hugo look back and ahead to consider the investment opportunities beyond the headlines. Hugo...

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