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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All
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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Macro
GW&K Investment Review 1Q 2025
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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Macro
“Liberation Day” Tariffs: An Unprecedented Break With Free Trade
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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Taxable Bond
Taxable Monthly Update March 2025
Our Taxable Bond Team shares how key market developments in January 2025 are influencing their portfolio positioning, sector allocation, and outlook.
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