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...
AT WILLIAM BLAIR
Olga Bitel, Partner
Global Equity Strategist
Hugo Scott-Gall, Partner
Co-Director of Research,
Global Equity Team
How do you solve the toughest investing challenges? Put one foot in front of the other. William Blair’s Olga Bitel, partner and global strategist, and Hugo Scott-Gall, partner, portfolio manager and co-director of research for the global equity team, regularly walk and talk about issues from the worlds of business, politics, and entertainment, confronting widespread misconceptions and generating new ideas for investors.
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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...
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...
Olga and Hugo survey the unsettled geopolitical landscape and consider how previous waves of change prompted problem-solving, innovation, and growth. When businesses are searching for alternatives to the status quo, new investment opportunities can spring...
In their latest walk, Olga and Hugo bring a new perspective to the frenzied discussion around inflation and discuss what’s really causing sector rotation in the equity markets. Why is the recovery so far uneven,...