Focus on Sector Diversification: Modest shifts in duration and among sectors to maximize opportunities in changing economic and interest rate environments
Comprehensive Research: Integration of ESG factors into issuer analysis helps to add value to the investment process and mitigate risk
Active Management: Invest across multiple investment grade sectors to help enhance return opportunities and manage risks
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GW&K’s Director of Private Wealth Management, Dan Fasciano, shares his thoughts about the state of the wealth management business today and offers valuable advice for those seeking to secure their financial future.
