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
macro
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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Macro
3Q24 GW&K Market Insights with Harold Kotler & Bill Sterling
How will the US election affect the markets & global economy? Listen to a conversation with GW&K's Harold Kotler, Bill Sterling, & Dan Fasciano for their thoughts.
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Macro
What’s Next For AI
AI could rapidly change the world, especially how we work. What's possible, how fast? Learn more from expert Tamay Besiroglu & GW&K's Bill Sterling.
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Macro
GW&K Investment Review 3Q 2024
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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Macro
Keeping Your Portfolio Above the Political Fray
Global Strategist Bill Sterling shares his latest research on rising US equity market volatility around the time of presidential elections.
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