Macro
3Q25 GW&K Market Insights
Harold Kotler, Bill Sterling, & Dan Fasciano discuss market growth drivers, AI’s impact, policy risks, and investment opportunities in small caps, bonds, and global markets.
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macro
macro
Macro
GW&K Investment Review 3Q 2025
Despite political uncertainty, the stock market rises, driven by falling interest rates, the AI revolution, and renewed confidence in capitalism. Hear more from GW&K’s CIO, Harold Kotler.
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Macro
When Will AI Investments Start Paying Off?
GW&K's Global Strategist Bill Sterling explores risks, market concentration, and considerations for investors.
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Macro
Signals Flash Yellow As Markets Stay Upbeat
The US economy is not in recession, but it is no longer in cruise control. Will well-timed rate cuts by the Fed serve as both financial and psychological catalysts for a boost?
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Macro
2Q25 GW&K Market Insights
Our Founder-Chairman Harold Kotler and Global Strategist Bill Sterling discuss elevated market volatility, changing tariff policies, and current risks and opportunities.
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Macro
GW&K Investment Review 2Q 2025
There are good reasons for investors to be optimistic now, including technological advances and a potential stabilization in global risk hotspots, says our CIO Harold Kotler.
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Macro
Israel’s Iran Strike Challenges Markets
When Israel launched surprise airstrikes on Iranian nuclear and military targets on June 13, global markets responded with a familiar playbook, but with a stagflationary twist that concerns investors.
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Macro
The Great Rotation: Why International Diversification May Finally Pay Off
Historical patterns show international equities outperform US markets during dollar decline cycles, with currency translation effects amplifying returns for American investors.
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Macro
Weathering the Storm: Why Fixed Income Still Matters in Turbulent Markets
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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