Macro | Domestic Equity
Consumer Spending Faces Crosswinds After Strong 2024
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
macro
Macro | Domestic Equity
Perspectives on the US Equity Market Selloff
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
4Q24 GW&K Market Insights with Harold Kotler & Bill Sterling
Learn how the new US administration could impact the market and the risks and opportunities in AI.
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Macro
Investment Implications Of President Trump’s Trade Policy
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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Macro
Thoughts On The DeepSeek Shock To Equity Markets
We believe that the race to AGI is still on, and the US remains in the lead. The latest news from China will almost certainly intensify the competitive dynamics.
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Macro
GW&K Investment Review 4Q 2024
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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Macro
Mixed Signals
Financial markets have reacted to Donald Trump’s presidential election victory with an unusual mix of confidence and caution. What does it mean for investors?
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Macro
America’s Productivity Renaissance
US productivity is surging — potentially adding $7 trillion to GDP by 2034. Bill Sterling covers the drivers and potential obstacles in this article.
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Macro
Investment Considerations Following Trump’s Presidential Win
Donald Trump’s decisive victory in the US presidential election has the potential to bring big shifts for investors.
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