Macro
Global Strategist Bill Sterling discusses potential market implications — especially for global energy — and key considerations for navigating volatility from the conflict involving Iran.
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Macro
AI is quickly becoming an economy-wide cost revolution, not just a tech story. Explore how recursive self-improvement could compress disruption timelines, lift corporate margins broadly, and create a new secular growth category in AI governance.
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Municipal Bond
Munis extended their rally in February, supported by robust demand. With the back half of the curve exceptionally steep and yields historically attractive, we’re watching how seasonal March headwinds may influence positioning and flows.
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Taxable Bond
February delivered strong returns as Treasury yields fell — plus what wider spreads and rising volatility mean for taxable bonds.
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Wealth Insights
Long term care planning matters more than many realize. GW&K’s Matt Shumaker answers key questions on costs, coverage, and timing.
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Municipal Bond
Entering February, the outlook for municipal bonds remains favorable: Supply and demand are broadly in balance, credit quality is strong, and tax-equivalent yields are attractive.
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Taxable Bond
The US Aggregate Bond Index delivered a modest 0.11% return in January, as spread tightening and carry in corporate bonds and mortgage-backed securities more than offset a small increase in Treasury yields.
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Macro
Harold Kotler, Bill Sterling, & Dan Fasciano discuss their outlook on the markets, highlighting discipline, diversification, AI, easing inflation, and a broadening global rally.
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Macro
Early indicators suggest a 2026 manufacturing rebound, opening the door to broader equity leadership and renewed opportunities in industrial stocks.
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