Macro
GW&K Investment Review 4Q 2025
Our CIO, Harold Kotler, reminds us that even in a tense, unpredictable world like the one we experienced in 2025, resilience still drives progress.
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macro
macro
Macro
The Great American Inheritance Boom
The richest generation in history is unlocking its wealth — a private stimulus happening now, not decades from now.
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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
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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