macro

Macro

3Q25 GW&K Market Insights

October 22, 2025 | By Harold G. Kotler, CFA, William Sterling, Ph.D. & Daniel J. Fasciano, CFA, CMT, CAIA

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

October 10, 2025 | By Harold G. Kotler, CFA

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

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.

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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.

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