GW&K Global Perspectives – December 2022
Global Strategist Bill Sterling shares his thoughts on the US housing sector, clarifying why he feels this downturn is different from the one that followed the global financial crisis.
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Actively engaging with our clients and partners and providing access to our investment teams are core values of our firm. Sharing our unique perspectives is a key part of how we stay connected. We invite you to explore our most recent thinking below, and subscribe to our quarterly GW&K Investment Review to stay up to date.
Global Strategist Bill Sterling shares his thoughts on the US housing sector, clarifying why he feels this downturn is different from the one that followed the global financial crisis.
Read ArticleGW&K Global Strategist Bill Sterling shares why the strong US dollar matters to investors.
Read ArticleGW&K’s Global Strategist, Bill Sterling, walks us through previous periods of market turmoil, highlighting what signposts might indicate a return to less volatile markets.
Read ArticleMuni Bond Q&A with Kara M. South, CFA, Principal, Municipal Bond Portfolio Manager
Read ArticleGW&K’s Global Strategist, Bill Sterling, walks us through the potential implications this super-spike in personal savings may have on the near-term US economic outlook.
Read ArticleBill Sterling walks through whether energy prices drive inflation in a fundamental sense, and explores what could curb overall inflation regardless of energy market trends.
Read ArticleWT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079