Focus on Sector Diversification – Modest shifts in duration and among sectors to maximize opportunities in changing economic and interest rate environments
Comprehensive Research – Central to our investment process and risk management approach
Active Management – Invest across multiple investment grade sectors to help enhance return opportunities and manage risks
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GW&K’s Equity Team members Taylor Cope and Brad Miller share some of the implications the reshoring theme may have for different types of companies and both developed and emerging economies — and what it might signal for globalization going forward.
