Listen: GW&K Market Insights with Harold Kotler & Bill Sterling
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.
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Actively engaging with our clients and partners and providing access to our investment teams are core values of our firm. Sharing our unique perspectives is a key part of how we stay connected. We invite you to explore our most recent thinking below, and subscribe to our quarterly GW&K Investment Review to stay up to date.
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.
Read ArticleBy one adjusted measure, small caps are at a 35% valuation discount (11.7 vs 18.1) to large caps — an intriguing gap in valuations. Could this set the stage for outsized returns for small caps going forward?
Read ArticleCountries have massively underinvested in energy over the past 15+ years. Will this end a long period of energy abundance and put us on a path to energy scarcity globally? Our investment professionals weigh in.
Read ArticleDon’t be fooled by all the hand-wringing over what a terrible year 2022 was for bonds. In fact, long-term investors should be grateful for what transpired.
Read ArticleAlthough global central bank tightening still provides potential headwinds to global equity markets, the prospect of sustained Asia and EM outperformance appears to be the highest in years based on attractive valuations and exceptional earnings prospects.
Read ArticleFixed income markets rose in the fourth quarter amid growing confidence that central banks have succeeded in slowing inflation and will soon be able to pursue less restrictive policy.
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Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079