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A Broader Market Awakening
by Olga Bitel of William Blair, 3/16/26

After a decade defined by narrow, largely intangible businesses driving growth, markets appear to be entering a new phase shaped by physical buildout across AI infrastructure, defense, energy, and supply chains.

2015 Global Market Outlook: Exploring the Growth Landscape
by Simon Fennell, Olga Bitel of William Blair, 12/31/14
For much of 2014, the financial press was filled with dire headlines warning of global stagnation and deflation. These demoralizing reports seemed to paralyze policy makers. The facts behind the headlines, however, suggested the reality was not nearly as gloomy or pessimistic as it seemed. This paper outlines a more optimistic outlook for 2015 where the world economy is expected to remain resilient and where the outlook for sustainable corporate returns remains strong.
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