Macro
July 2026 GW&K Market Insights
Hear GW&K's Harold Kotler, Bill Sterling, and Dan Fasciano discuss the economy, AI, inflation, diversification, and why long-term investors should look beyond today's headlines.
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All
Taxable Bond
AI, Data Centers, and Fixed Income: Where Bond Investors Are Finding Opportunity
AI is reshaping more than equity markets. Explore how the AI infrastructure buildout is being financed and what it means for fixed income investors.
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Domestic Equity
Domestic Equity Market Commentary – 2Q 2026
Strong earnings, AI investment, and resilient economic data supported equities during the second quarter as our team remains focused on identifying high-quality businesses for the long term.
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Taxable Bond
Taxable Bond Market Commentary – 2Q 2026
Strong corporate fundamentals, resilient consumer demand, and continued AI infrastructure investment helped support fixed income markets during the second quarter.
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Municipal Bond
Municipal Bond Market Commentary – 2Q 2026
Municipal bonds entered the second half of 2026 with solid momentum as strong demand, attractive tax-equivalent yields, and seasonal reinvestment trends support the market.
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Global Equity
Global Equity Market Commentary – 2Q 2026
Global small cap markets continue to offer differentiated opportunities, where company-specific fundamentals can matter more than broad market narratives.
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Macro
GW&K Investment Review 2Q 2026
Founder Harold Kotler reflects on America's culture of innovation, entrepreneurship, and risk-taking — and why those strengths continue to create long-term investment opportunities.
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Macro
After the Peak: What a Century of Market Concentration Teaches
Bill Sterling examines a century of market concentration, exploring what past episodes tell us about today's environment. While market leadership has often broadened following concentration peaks, the path has rarely been short or straightforward.
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Municipal Bond
Municipal Bond Snapshot June 2026
Municipals posted modest gains in June as strong investor demand more than offset another heavy month of supply.
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