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Australian Financial Review – Bill Sterling Quoted

February 1, 2024

Global Strategist, William Sterling, Ph.D. was quoted in a Australian Financial Review article, entitled, “Powell stared down rate cut pressure to beat inflation.”

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GW&K Global Equities Strategy Commentary – 4Q 2023

Global Equity | Market Commentary

Another quarter, another shift in market sentiment. The prior months’ selloff continued in October only to dramatically reverse into yearend on dovish comments from the Federal Reserve and expectations that softer inflation would lead to 2024 rate cuts in several countries, particularly the US. The large cap, MSCI World ex-USA (+10.5%), and small cap, MSCI

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Equity Portfolio Manager Karl Kyriss shares what he learned on his recent trip to Denmark, Sweden, and Norway, including why he feels the European Union (EU) might be home to some of the most attractive — and innovative — companies today. Q: The EU economy has been suffering from the invasion of Ukraine, inflation, energy

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Highlights: Sentiment surveys have shown notable caution about the economic outlook among US consumers. However, consumer spending has remained relatively robust despite higher interest rates. Resilient spending has challenged 2023/2024 recession forecasts and prompted Fed officials to move towards “higher-for-longer” interest-rate projections. Despite special factors that have supported the consumer in 2023, headwinds are growing.

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