
Macro
Signals Flash Yellow As Markets Stay Upbeat
The US economy is not in recession, but it is no longer in cruise control. Will well-timed rate cuts by the Fed serve as both financial and psychological catalysts for a boost?
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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.
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.
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.
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.
Macro
The US economy is not in recession, but it is no longer in cruise control. Will well-timed rate cuts by the Fed serve as both financial and psychological catalysts for a boost?
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Taxable Bond
In July, the bond market remained in risk-on mode, supported by a better-than-anticipated earnings season and progress on trade deals that removed some of the uncertainty overhang.
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Municipal Bond
In July, new muni bond issuance set another monthly record, but pockets of value emerged as concessions increased, and crossover buyers stepped in at the long end.
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Wealth Insights
GW&K’s Private Wealth team shares actionable strategies to prepare your next generation for financial success.
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Macro
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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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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