
Macro
GW&K Investment Review 3Q 2025
Despite political uncertainty, the stock market rises, driven by falling interest rates, the AI revolution, and renewed confidence in capitalism. Hear more from GW&K’s CIO, Harold Kotler.
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Macro
Despite political uncertainty, the stock market rises, driven by falling interest rates, the AI revolution, and renewed confidence in capitalism. Hear more from GW&K’s CIO, Harold Kotler.
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Municipal Bond
Municipal bonds surged in the third quarter, driven by long-end gains, strong demand, and resilient credit fundamentals. The market enters Q4 on solid footing.
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Taxable Bond
3Q2025 was another strong quarter for fixed income markets. Our Taxable Bond Team shares what they’re seeing in the market.
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Domestic Equity
US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.
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Global Equity
Global small caps rose in 3Q2025. Our team favors steady, undervalued companies, choosing to focus on fundamentals over market hype.
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Municipal Bond
NYC’s strong fiscal safeguards and oversight ensure stable credit ratings, despite political proposals for higher taxes and new debt.
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Wealth Insights
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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Taxable Bond
The positive market environment continued in September, underpinned by a constructive economic backdrop and the Fed cutting rates for the first time since the end of 2024.
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Municipal Bond
In September, municipal bonds posted their best monthly return since December of 2023, recapturing much of the year-to-date underperformance versus the broader market.
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