Bloomberg – Bill Sterling Quoted

February 16, 2025

Global Strategist, William Sterling, Ph.D. was quoted in a Bloomberg article, entitled, “Trump’s Tariffs Are a Mystery, So Investors Keep Buying Stocks”  

Read Article Here

By clicking on any of the links you will be redirected to an external site. These links are provided for informational purposes only; they do not constitute an endorsement or approval of any products, services or opinions of the corporation, organization or individual. GW&K bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links.

Keep
Reading

The Midterm Market Pattern

Macro | Insight

Global Perspectives | October 2026 Since 1950, the S&P 500 has returned an average of 29.9% over the 15 months from October of a midterm year through the following December, roughly double the 14.7% average for the same stretch in other years, and all 19 of those periods were positive. The pattern owes more to

Read Article

Why Bonds Are Paying More

Macro | Insight

Global Perspectives | September 2026 This year’s rise in bond yields can be attributed to investors’ expectations of tougher Fed policy along with their demand for more compensation for lending long term. Long-term inflation expectations have changed surprisingly little despite the oil shock. Most of this year’s bond selloff has come from higher real yields

Read Article

Great Expectations, Meet Arithmetic

Macro | Insight

Global Perspectives | August 2026 American individual investors say they expect long-run stock returns of nearly 13% above inflation. The median forecast of major investment firms is less than 4.0%. A simple valuation identity used by Nobel laureate Peter Diamond in 1999 — and vindicated over the following decade — explains why today’s prices favor

Read Article