macro

Macro

When Will AI Investments Start Paying Off?

October 2, 2025 | By William Sterling, Ph.D.

GW&K's Global Strategist Bill Sterling explores risks, market concentration, and considerations for investors.

Read Article

Macro

The US Housing Market Weathers High Mortgage Rates

June 3, 2024 | By William Sterling, Ph.D.

Global Strategist Bill Sterling shares his latest research on the housing market and high mortgage rates.

Read Article

Macro

A Welcome Burst in Productivity Growth

March 13, 2024 | By William Sterling, Ph.D.

Global Strategist Bill Sterling shares his latest research on US productivity in 2023, which had the most growth since the early 2000's, outside of recessions.

Read Article