macro

Macro

Mixed Signals

December 10, 2024 | By William Sterling, Ph.D.

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

December 6, 2024 | By William Sterling, Ph.D.

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

November 8, 2024 | By GW&K

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

October 22, 2024 | By Harold G. Kotler, CFA, William Sterling, Ph.D. & Daniel J. Fasciano, CFA, CMT, CAIA

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

October 18, 2024 | By William Sterling, Ph.D.

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

October 10, 2024 | By Harold G. Kotler, CFA

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

August 30, 2024 | By William Sterling, Ph.D.

Global Strategist Bill Sterling shares his latest research on rising US equity market volatility around the time of presidential elections.

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Macro

2Q24 GW&K Market Insights with Harold Kotler & Bill Sterling

July 30, 2024 | By GW&K

We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.

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Macro

Navigating the Concentrated US Stock Market

July 18, 2024 | By William Sterling, Ph.D.

Global Strategist Bill Sterling shares his latest research on navigating the concentrated US stock market.

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