Macro Scorecard: Growth Accelerates

Olga Bitel, Partner
Global Equity

Previously, I described how we use a tool called the macroeconomic scorecard to inform our fundamental research. In a new series, Macro Scorecard, I will share an updated scorecard and provide key takeaways from our...

Growth Game: 7th Inning Stretch?

Simon Fennell, Partner
Global Equity

2017 was a particularly strong year, with broad growth and low inflation creating an almost perfect environment for equity investors. But we are beginning to see signs that we are in the sixth or seventh...

Looking Ahead

Olga Bitel, Partner
Global Equity

The latest data indicates that ongoing economic expansion is gathering pace, especially in the euro area. See my recent post, Macro Scorecard Points to Economic Expansion. At the same time, wage growth remains modest across...

Three Reasons for Macroeconomic Analysis

Olga Bitel, Partner
Global Equity

William Blair is a fundamental asset-management shop, meaning we focus our research and portfolio-construction energy on the selection of high-quality growth companies—but that doesn’t mean we avoid macroeconomic analysis. Indeed, it informs much of our...

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