Municipal Bond
Municipal Bond Snapshot November 2025
Following the strong fall rally, municipals held steady in November, with year-to-date performance in the mid-single digits.
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Taxable Bond
Taxable Bond Snapshot November 2025
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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Wealth Insights
2025 Year-End Financial Planning Reminders
GW&K Wealth Strategist Melissa Jacoby shares strategies that can enhance tax efficiency and strengthen your long-term financial well-being.
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Municipal Bond
Municipal Bond Snapshot October 2025
Municipals posted gains for the month — the first positive October in six years and the strongest in over two decades.
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Taxable Bond
Taxable Bond Snapshot October 2025
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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Macro
The Shock-Resistant US Economy
US states and households are thriving, but rising federal debt sets new limits for the shock-resistant American economy.
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Macro
What the Federal Shutdown Means for the Economy and Markets
Global Strategist Bill Sterling takes us through how the US federal government shutdown may affect the economy and markets.
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Macro
3Q25 GW&K Market Insights
Harold Kotler, Bill Sterling, & Dan Fasciano discuss market growth drivers, AI’s impact, policy risks, and investment opportunities in small caps, bonds, and global markets.
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Macro
GW&K Investment Review 3Q 2025
Despite political uncertainty, the stock market rises, driven by falling interest rates, the AI revolution, and renewed confidence in capitalism. Hear more from GW&K’s CIO, Harold Kotler.
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