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Structured Credit Investor – Brendan Doucette Quoted
Taxable Bond | Press MentionTaxable Bond Senior Securitized Analyst, Brendan Doucette was quoted in a Structured Credit Investor article, entitled, “New GW&K fund targets retail securitized buyers.”
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Taxable Bond Market Commentary – 2Q 2025
Taxable Bond | InsightFixed 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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Taxable Monthly Update June 2025
Taxable Bond | InsightIn 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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Latest Insight
The Evolving Challenges Facing Higher Education
Municipal Bond
Our Director of Municipal Bond Research shares insights into the financial impact of federal policies, declining enrollment, and other factors affecting higher-ed institutions today.
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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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Taxable Monthly Update April 2025
TAXABLE BOND MARKET UPDATE & OUTLOOK
Sources: FactSet and Bloomberg
SECTOR ALLOCATION
POSITIONING
DURATION & YIELD CURVE
evidence of some real growth concerns in the soft data. We believe medium and longer rates should remain
relatively rangebound until the market gains clarity around trade and tariff policies.
TREASURIES
GOVERNMENT RELATED
characteristics offered by the asset class.
CORPORATE BONDS
quality bias within corporates, favoring more defensive sectors while avoiding lower-rated cyclicals.
SECURITIZED
attractive value, with nominal spreads near the wider end of their long-term range. Similarly, high-quality ABS
continues to look attractive, supported by favorable valuations and constructive technical factors.
Source: Bloomberg
Disclosures
This represents the views and opinions of GW&K Investment Management and does not constitute investment advice, nor should it be considered predictive of any future market performance. Data is from what we believe to be reliable sources, but it cannot be guaranteed. Opinions expressed are subject to change. Past performance is not indicative of future results.
Indexes are not subject to fees and expenses typically associated with managed accounts or investment funds. Investments cannot be made directly in an index. Index data has been obtained from third-party data providers that GW&K believes to be reliable, but GW&K does not guarantee its accuracy, completeness or timeliness. Third-party data providers make no warranties or representations relating to the accuracy, completeness or timeliness of the data they provide and are not liable for any damages relating to this data. The third-party data may not be further redistributed or used without the relevant third-party’s consent. Sources for index data include: Bloomberg, FactSet, ICE, FTSE Russell, MSCI and Standard & Poor’s.