Macro
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
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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Macro
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 Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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Macro
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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Macro | Domestic Equity
Will consumers stay resilient or pullback? Our Global Strategist Bill Sterling shares his research on spending trends and what they mean for investors.
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Macro | Domestic Equity
Global Strategist Bill Sterling shares his research into historical stock market corrections – including how extreme uncertainty can be followed by surprisingly positive stock market returns.
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Macro
Learn how the new US administration could impact the market and the risks and opportunities in AI.
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Macro
President Trump’s potential policies for restructuring the world’s trading system could bring significant changes to the global economic order.
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