Macro
The Shock-Resistant US Economy
US states and households are thriving, but rising federal debt sets new limits for the shock-resistant American economy.
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macro
macro
Macro
What the Federal Shutdown Means for the Economy and Markets
Global Strategist Bill Sterling takes us through how the US federal government shutdown may affect the economy and markets.
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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
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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