In their first walk of 2024, Olga and Hugo discuss how the U.S. Federal Reserve (Fed) managed to bring down inflation without causing a recession, why growth prospects for the coming year are strong, and...
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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Why did powerful third-quarter growth come as such a surprise? Olga and Hugo discuss the broad expansion in the U.S. economy, the moderation of inflation, and what to look for in a stock picker’s market....
As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services. They uncover dynamics that challenge conventional wisdom about post-COVID shifts in...
Olga and Hugo explore how the U.S. Federal Reserve (Fed) can address recent weakness in the banking system without giving up its commitment to reduce inflationary pressures. Hugo: Olga, nice to be going for a...
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...