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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Investment Solutions
GW&K offers a range of equity and fixed income investment strategies to help you achieve your investment objectives. All are actively managed, research-driven and guided by a clear and disciplined investment process. We want investors to understand the objectives and process of each GW&K Strategy and have confidence that our managers will adhere closely to its parameters. We believe in sticking to time-proven principles, performing meticulous research, investing in quality, and investing for the long term.
Investment Strategies
Domestic Equity
We develop a deep understanding of the companies in which we invest through disciplined and intensive fundamental research. Our focus is on finding well-managed, quality companies, which are resilient.
Global Equity
We take advantage of market inefficiencies to find quality growth companies that may be undervalued, underappreciated, or under-researched. Our rigorous, bottom-up process focuses on a company’s upside potential and downside risk.
Taxable Bond
Our multi-sector approach aims to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation. We build diversified, yield-advantaged portfolios that generate steady, incremental income and provide downside risk protection.
Municipal Bond
We combine a rigorous, research intensive, credit selection process with active management. Our goal is to take advantage of market inefficiencies and find opportunities across the yield curve to protect and grow principal and income.
Perspectives
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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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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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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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
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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