Macro
GW&K Investment Review 2Q 2025
There are good reasons for investors to be optimistic now, including technological advances and a potential stabilization in global risk hotspots, says our CIO Harold Kotler.
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Municipal Bond
Municipal Bond Market Commentary – 2Q 2025
We believe the muni bond market has entered the 3Q in a stronger position, with attractive valuations and a curve that remains steep by historical standards.
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Taxable Bond
Taxable Bond Market Commentary – 2Q 2025
Fixed income markets remained resilient in 2Q25, buoyed by firm fundamentals and continued comfort that the Fed would implement rate cuts by year-end.
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Domestic Equity
Domestic Equity Market Commentary – 2Q 2025
After a difficult start to the second quarter following the “Liberation Day” market meltdown, equities rebounded strongly the last 11 weeks of the quarter.
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Global Equity
Global Equity Market Commentary – 2Q 2025
Despite starting the quarter with a tariff shock and enduring a thankfully short Iranian conflict, global markets (ex-USA) put up stellar returns for 2Q25.
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Taxable Bond
Taxable Monthly Update June 2025
In June, bond investors were able to focus on what has been driving domestic credit: good fundamentals, supportive technicals, and attractive all-in yields.
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Municipal Bond
Municipal Monthly Update June 2025
The municipal curve is at its steepest level in recent memory, boosting prospects for expected return going forward. Our Municipal Bond Team shares their portfolio positioning, sector allocation, and outlook.
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Taxable Bond
Staying Strong: Consumers and Companies Amid Tariffs
Amid new tariffs, our Taxable Bond Team remains invested in the consumer sector to capture attractive spread levels, but with a keen focus on credit quality.
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Municipal Bond
Winning in the Long Run
Long-duration municipal bonds can play a meaningful role in enhancing income and total return potential. Learn how GW&K’s strategic approach is positioned for long-term success.
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