Macro
Picks and Shovels for the AI Era
As AI spending races toward nearly $1 trillion annually, the most reliable winners may be the suppliers building the infrastructure, not the companies betting on AI's future revenues.
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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
Taxable Bond
Taxable Bond Snapshot May 2026
Rates sold off while most risk assets rallied as the US and Iran inched closer to reaching a deal and extending the ceasefire in the Middle East. Economic data and robust corporate earnings growth also provided support.
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Municipal Bond
Municipal Bond Snapshot May 2026
Municipals delivered modest gains in May, overcoming broader rate market volatility and near-record supply.
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Wealth Insights
The Importance of Tax Planning
Thoughtful tax planning can help reduce surprises and improve outcomes. Explore key strategies for retirees, investors, and families.
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Municipal Bond
Data Centers in Muniland: Watts at Stake
Data centers bring load growth—and new credit tradeoffs. See what it means for public power, water utilities, local governments, and state incentives.
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Macro
1Q26 GW&K Market Insights
GW&K’s 1Q26 conference call recap: outlook for growth/inflation, rates & credit, and the AI investment cycle — listen or read the transcript.
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