Macro
GW&K Investment Review 1Q 2026
In his Q1 2026 Economic Letter, Harold G. Kotler shares a timely reminder: patience, discipline, and diversification matter.
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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
Municipal Bond
Municipal Bond Market Commentary – 1Q 2026
GW&K’s 1Q2026 Municipal Bond Commentary: what drove muni returns, where value re-emerged, and how we’re positioning amid rate and geopolitical risks.
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Taxable Bond
Taxable Bond Market Commentary – 1Q 2026
Geopolitics lifted oil and volatility, pressuring bonds and credit. Securitized held up; we see risk rotation — stay actively positioned.
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Domestic Equity
Domestic Equity Market Commentary – 1Q 2026
An energy-price shock ended the S&P 500 rally and sparked a correction — Energy surged while AI fears hit Tech. Read our Domestic Equity commentary.
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Global Equity
Global Equity Market Commentary – 1Q 2026
Global equities reversed in March amid Iran-related conflict. We assess energy risks, inflation implications, and where quality can win.
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Wealth Insights
Asset Allocation Beyond Market Headlines
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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