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

Macro

Great Expectations, Meet Arithmetic

Investors expect strong long-term stock returns. But what do today’s valuations imply? Bill Sterling puts those expectations to a simple arithmetic test.

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Municipal Bond

Municipal Bond Snapshot July 2026

Municipals sold off in July, with intermediate bonds posting their first negative July since 2013, as rising Treasury yields and rich starting valuations outweighed strong technicals.

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Wealth Insights

Should You Put Your House in a Revocable Trust?

Should your home be titled in a revocable trust? Learn the potential benefits, important considerations, and how it may fit into your overall estate plan.

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Taxable Bond

Taxable Bond Snapshot July 2026

Rates sold off, led by the front end of the Treasury curve, while longer-term Treasuries held up better. Investors shifted their focus from the conflict in Iran to the Federal Reserve and the domestic economy, as the market increased expectations for potential rate hikes.

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Macro

July 2026 GW&K Market Insights

Hear GW&K's Harold Kotler, Bill Sterling, and Dan Fasciano discuss the economy, AI, inflation, diversification, and why long-term investors should look beyond today's headlines.

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Taxable Bond

AI, Data Centers, and Fixed Income: Where Bond Investors Are Finding Opportunity

AI is reshaping more than equity markets. Explore how the AI infrastructure buildout is being financed and what it means for fixed income investors.

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