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INVESTING INSIGHTS
AT WILLIAM BLAIR

Olga Bitel, Partner

Global Strategist

Olga Bitel, partner, is a global strategist. She is responsible for economic research and analysis across all regions and sectors. She distills macroeconomic and geopolitical developments into actionable insights for global equity portfolios within a multifaceted strategic framework. In addition, she provides insights about cyclical turning points and structural trends as inputs into portfolio construction in predominantly bottom-up investment approaches. Before joining William Blair in 2009, Olga was a senior economist at the National Institute of Economic and Social Research in London, United Kingdom, where she produced macroeconomic forecasts for most Asian economies and led thematic research projects for some of the world’s best-known international organizations, including the Organization of the Petroleum Exporting Countries and the International Monetary Fund. Olga received a B.A. from the University of Chicago and an M.Sc. in economics from the London School of Economics and Political Science.

Turning Points for 2023

Olga Bitel, 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...

Outlook 2023: Better Than Feared

Olga Bitel, Partner
Global Equity

As we look out to 2023, the U.S. Federal Reserve (Fed) has reached its “neutral” monetary policy stance, and the European Central Bank (ECB) is not far behind. Europe has moved fast to secure fossil...

Lessons From a Chaotic Year

Olga Bitel, 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...

What’s Driving U.S. Dollar Strength?

Olga Bitel, Partner
Global Equity

As of mid-October, the U.S. dollar was trading at levels not seen since the early 2000s, when the U.S. Federal Reserve (Fed), under then-chairman Alan Greenspan, was raising interest rates to respond to a rapidly...

Falling Birth Rates: A Vote on Economic Policy?

Olga Bitel, 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...

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