Fortune – Bill Sterling Quoted

September 4, 2024

Global Strategist, William Sterling, Ph.D. was quoted in a Fortune article, entitled, “A Nobel winner’s famous metric says stocks are way overpriced. Should you be worried?”  

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

GW&K Investment Review 2Q 2025

Macro | Insight

ECONOMIC COMMENTARY I’ve been thinking a lot lately about how hard it is for people to agree on anything—especially when it comes to world events, politics, or even the economy. Recent global events have highlighted the remarkable capabilities of the US military, including a complex and high-stakes mission involving nuclear facilities in Iran. While most

Read Article

Israel’s Iran Strike Challenges Markets

Macro | Insight

GW&K Insights | June 2025 Israel’s Iran airstrikes initially sent oil up 7% while bond yields rose, reflecting fears that energy shocks could reignite inflation and force the Fed to delay rate cuts. Each $10 oil increase adds roughly 0.5 percentage points to inflation, potentially pushing CPI from 2.4% toward 3-5% if crude sustains higher

Read Article

The Great Rotation: Why International Diversification May Finally Pay Off

Macro | Insight

GW&K Insights | June 2025 The US dollar’s extreme overvaluation has created conditions for sustained weakness that could benefit international stocks. Historical patterns show international equities outperform US markets during dollar decline cycles, with currency translation effects amplifying returns for American investors. Trade tensions, pressure on emerging markets to strengthen their currencies, and easier Fed

Read Article
  • This field is for validation purposes and should be left unchanged.