Perspectives
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Israel’s Iran Strike Challenges Markets
Macro | InsightWhen Israel launched surprise airstrikes on Iranian nuclear and military targets on June 13, global markets responded with a familiar playbook, but with a stagflationary twist that concerns investors.
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The Great Rotation: Why International Diversification May Finally Pay Off
Macro | InsightHistorical patterns show international equities outperform US markets during dollar decline cycles, with currency translation effects amplifying returns for American investors.
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Weathering the Storm: Why Fixed Income Still Matters in Turbulent Markets
Macro | InsightGlobal Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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Latest Insight
Winning in the Long Run
Municipal Bond
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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Latest Market Commentary
State Of The States 2025 — Poised For Fiscal Stability
Municipal Bond
Fiscal conditions across state governments remain healthy as the sector heads into 2025.
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Investment Considerations Following Trump’s Presidential Win
GW&K PERSPECTIVES | NOVEMBER 2024
Donald Trump’s decisive victory in the US presidential election may bring big shifts for investors. Here we touch on some initial market reactions and potential implications of Trump’s win on taxes, tariffs, regulations, social and health care policies, and the inflation outlook.
Initial Market Reactions
Potential Tax, Tariff, And Regulatory Changes
Social & Health Care Policies
Inflation Outlook
Navigating Forward With A Client-First Approach
As the implications of President Trump’s reelection unfold, we are assessing the evolving landscape and adapting our Strategies as necessary. Our investment team is closely monitoring developments, gauging potential impacts across markets, and evaluating opportunities and risks with diligence. Our primary focus continues: to make thoughtful, well-informed decisions that serve the best interests of our clients.
Disclosures
This represents the views and opinions of GW&K Investment Management. It does not constitute investment advice or an offer or solicitation to purchase or sell any security and is subject to change at any time due to changes in market or economic conditions. The comments should not be construed as a recommendation of individual holdings or market sectors, but as an illustration of broader themes. Data is from what we believe to be reliable sources, but it cannot be guaranteed. GW&K assumes no responsibility for the accuracy of the data provided by outside sources.