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4Q24 GW&K Market Insights with Harold Kotler & Bill Sterling
Firm-wide | Insight
GW&K MARKET INSIGHTS | January 2025 We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano as they review events from the fourth quarter of 2024 and discuss: The potential impact of the new US administration on the economy and markets; The importance of recognizing how important
Investment Implications Of President Trump’s Trade Policy
Firm-wide | Insight
GW&K Insights | January 2025 Highlights: The Trump administration may raise tariffs up to 20% broadly and 60% on Chinese goods, aiming to counter what it sees as damage to US manufacturing from the dollar’s reserve currency status. The President’s newly appointed chief economist recently wrote extensively about the rationale for higher tariffs and potential
GW&K Insights | January 2025 Last week, a relatively unknown Chinese firm released a remarkably advanced open-source artificial intelligence (AI) model called DeepSeek R1. They claim to have trained it for less than $6 million, which is a fraction of the $100 million to $1 billion reputed costs of training state-of-the art US models. By
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