Investment Management
William Blair Investment Management chief investment strategist Olga Bitel was quoted in an S&P Global Intelligence story examining equity investor sentiment as we enter the second half of 2026. In the story, Bitel highlighted the macroeconomic conditions driving market risk and favorability, and potential sectors of interest.
“As growth broadens, markets are likely to shift their attention to where earnings growth is inflecting upward,” Bitel said.
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The investment landscape for small-cap equities has evolved, with several positive factors—pro-U.S. policies, a less restrictive regulatory backdrop, and sustained demand from AI infrastructure spending—contributing to what we believe is an increasingly favorable environment.
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