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

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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Municipal Bond

Municipal Bond Snapshot April 2026

Municipals posted their best April in over a decade despite Treasury weakness, heavy new issuance, and tax-related selling.

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Taxable Bond

Taxable Bond Snapshot April 2026

April’s taxable bond market saw Treasury yields rise and spreads tighten; the Agg returned +0.11%. Our outlook stays neutral on duration.

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Macro

Private Credit: Systemic Risk or Growing Pains?

Private credit has ballooned to a $1.8T market—and 2026 brought its first real stress test. Global Strategist Bill Sterling shares more on redemptions, rising defaults, AI-linked risks, and spillovers to public bonds.

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