China’s Great Reopening: Opportunities and Risks
Global Equity | Insight

China has ended its Covid restrictions with astonishing speed and the economy is already recovering rapidly. Read Global Strategist Bill Sterling's thoughts on potential opportunities and risks from this major development.

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China’s New Policies Under Xi’s Third Term
Global Equity | Insight

In our latest Emerging Wealth Insights, our Equity Portfolio Managers share what they are expecting President Xi Jinping’s main priorities to be during the National People’s Congress happening now in China — including upgrading China’s industry, stabilizing the housing market, and potentially proposing reforms to the government to restore market confidence in the country.

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What’s Fueling the High Yield Market’s Upbeat View of the Economy?
Taxable Bond | Market Commentary

Taxable Bond Portfolio Manager Stephen Repoff shares what he and his team are seeing in the high yield market, including improved quality, fundamentals, and manageable near-term funding needs.

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Considerable Upside Potential for China Equities Warrants Exposure
Global Equity | Insight

China’s strong economic growth, improving valuations, and reversal of policies that have been hindering its economic performance could create meaningful return potential for China equities over the next 5 years.

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Listen: GW&K Market Insights with Harold Kotler & Bill Sterling
Firm-wide | Insight

We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.

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GW&K Global Perspectives – January 2023
Global Equity | Insight

By one adjusted measure, small caps are at a 35% valuation discount (11.7 vs 18.1) to large caps — an intriguing gap in valuations. Could this set the stage for outsized returns for small caps going forward?

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Media Inquiries

All inquiries from the media may be directed to:

WT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079

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GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

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