GW&K has been managing taxable bond portfolios for clients for more than three decades. We aim to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation in changing market environments. Our selective and opportunistic long-term investing style seeks to capture attractive risk-adjusted returns over time.
| Separate Accounts | Mutual Fund | ||
|---|---|---|---|
Short-Term Taxable Bond |
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Intermediate Taxable Bond |
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Core Bond |
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Core Bond ESG |
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Enhanced Core Bond |
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Enhanced Core Bond ESG |
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Total Return Bond |
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Corporate Bond Opportunities |
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Short-Term Focused High Income |
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We are active, multi-sector asset allocators. Depending on where we are in the economic cycle, the interest rate climate, and other market factors, we seek out the best relative value among investment grade and high yield corporate bonds, securitized bonds (agency and commercial mortgage-backed securities), government bonds, and Treasuries.
Our active approach combines top down macroeconomic analysis and rigorous bottom-up credit research. We evaluate the business cycle, valuation trends, and market technicals to guide our market and sector allocation decisions. Our security selection process combines fundamental, valuation, and technical analysis to identify companies with solid business models and sustainable cash flows.
A key tenet of our active approach to managing fixed income portfolios is to mitigate risk through diversification, in-depth research, and a distinct bias for quality.
Taxable Bond
The US Aggregate Bond Index returned 0.62% in November, spot-on with October's gain. Yields declined across the curve, except for the unchanged long end. Spreads for the overall index rose marginally, and the year-to-date gain advanced to 7.46%.
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Taxable Bond
Despite the government shutdown, investors continued to bid up assets and both stock and bond markets were unphased. The positive economic backdrop remained in place while the Fed cut rates for the second straight meeting.
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Taxable Bond
3Q2025 was another strong quarter for fixed income markets. Our Taxable Bond Team shares what they’re seeing in the market.
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Taxable Bond
The positive market environment continued in September, underpinned by a constructive economic backdrop and the Fed cutting rates for the first time since the end of 2024.
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Taxable Bond
Markets in August were driven by a solid earnings season, dovish Fed messaging from the Jackson Hole Symposium, and a supportive economic backdrop even as uncertainties remain.
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Taxable Bond
With high yield spreads near historic tights and the macro backdrop still evolving, today’s market calls for a careful balance between seeking income and managing risk.
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