Macro
1Q25 GW&K Market Insights
Our Founder-Chairman Harold Kotler and Global Strategist Bill Sterling discuss elevated market volatility, changing tariff policies, and current risks and opportunities.
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Our Firm
We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.
Hear more from our Founder-Chairman Harold Kotler and co-CEOs, Tom Powers and Bill Roberts, about who we are and what we do in this video.
About Our FirmInvestment Strategies
Domestic Equity
We leverage our strengths in bottom-up fundamental research to focus on small cap, small/mid cap, and high conviction multi-cap equity — those equity market segments where active management and disciplined stock selection can add the most value.
Global Equity
Our global specialists seek to uncover quality companies that have a sustainable competitive advantage and that may be undervalued, underappreciated, or misunderstood by the market.
Municipal Bond
GW&K is a recognized market leader and pioneer in municipal bond investing, having managed portfolios for clients since our founding in 1974. Our investment approach is active, flexible, and rooted in disciplined research to preserve and enhance principal and income.
Taxable Bond
We have been managing taxable bond portfolios for clients for more than three decades. We aim to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation in changing market environments.
Who We Work With
Financial Advisors
Investment professionals who invest on behalf of clients
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Institutional Investors
Investors who consult or invest on behalf of financial institutions
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Private Wealth
Financial planning for high net worth individuals
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Registered Investment Advisors
Registered Investment Advisors seeking a trusted partner
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Latest Updates
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Municipal Bond
How Reliant is the Municipal Market on Federal Funding?
GW&K’s Municipal Research Team shares their research on how municipal bond issuers may be affected by any potential impending federal funding cuts.
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Municipal Bond
Municipal Bond Market Commentary – 1Q 2025
Even amid recent volatility, municipal bonds continued to behave as you’d expect from one of the more stable corners of fixed income.
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Taxable Bond
Taxable Bond Market Commentary – 1Q 2025
Investors sought the safe haven of fixed income during the volatile first quarter of 2025, as the market quickly shifted its focus to recession fears and global trade tensions.
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Domestic Equity
Domestic Equity Market Commentary – 1Q 2025
Whereas the only certainty for the near-term would seem to be more market volatility, investor sentiment has turned so negative that a relief rally can’t be ruled out.
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Global Equity
Global Equity Market Commentary – 1Q 2025
Global equity markets (ex-USA) were higher to start the year, with particular strength in Europe.
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