Macro

GW&K Investment Review 2Q 2025

July 11, 2025 | By Harold G. Kotler, CFA

There are good reasons for investors to be optimistic now, including technological advances and a potential stabilization in global risk hotspots, says our CIO Harold Kotler.

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Municipal Bond

Municipal Bond Market Commentary – 2Q 2025

July 11, 2025 | By GW&K

We believe the muni bond market has entered the 3Q in a stronger position, with attractive valuations and a curve that remains steep by historical standards.

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Taxable Bond

Taxable Bond Market Commentary – 2Q 2025

July 11, 2025 | By GW&K

Fixed income markets remained resilient in 2Q25, buoyed by firm fundamentals and continued comfort that the Fed would implement rate cuts by year-end.

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Domestic Equity

Domestic Equity Market Commentary – 2Q 2025

July 11, 2025 | By GW&K

After a difficult start to the second quarter following the “Liberation Day” market meltdown, equities rebounded strongly the last 11 weeks of the quarter.

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Global Equity

Global Equity Market Commentary – 2Q 2025

July 11, 2025 | By GW&K

Despite starting the quarter with a tariff shock and enduring a thankfully short Iranian conflict, global markets (ex-USA) put up stellar returns for 2Q25.

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Taxable Bond

Taxable Monthly Update June 2025

July 9, 2025 | By GW&K

In June, bond investors were able to focus on what has been driving domestic credit: good fundamentals, supportive technicals, and attractive all-in yields.

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Municipal Bond

Municipal Monthly Update June 2025

July 7, 2025 | By GW&K

The municipal curve is at its steepest level in recent memory, boosting prospects for expected return going forward. Our Municipal Bond Team shares their portfolio positioning, sector allocation, and outlook.

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Taxable Bond

Staying Strong: Consumers and Companies Amid Tariffs

July 7, 2025 | By M. Seamus Ryan, CFA & Cristina G. DeCotis

Amid new tariffs, our Taxable Bond Team remains invested in the consumer sector to capture attractive spread levels, but with a keen focus on credit quality.

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Municipal Bond

Winning in the Long Run

July 1, 2025 | By John B. Fox, CFA, Martin R. Tourigny, CFA & Kara M. South, CFA

Long-duration municipal bonds can play a meaningful role in enhancing income and total return potential. Learn how GW&K’s strategic approach is positioned for long-term success.

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