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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.

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...

Cheers to the Next 5 Years, Part I

Olga Bitel, 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...

Everyone’s Quitting Their Jobs. Good!

Olga Bitel, Partner
A Step Ahead

Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income...

Why We’re Not Predicting a Recession

Olga Bitel, Partner
A Step Ahead

Inflation is high and growth is slowing, but these may be the adjustments that markets need in order to rebalance following acute COVID-related disruptions. Olga and Hugo discuss potential signs of normalization and where investors...

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