Actively engaging with our clients and partners and providing access to our investment teams are core values of our firm. Sharing our unique perspectives is a key part of how we stay connected. We invite you to explore our most recent thinking below, and subscribe to our quarterly GW&K Investment Review to stay up to date.
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.
Read ArticleIn 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.
Read ArticleTaxable 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.
Read ArticleChina’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.
Read ArticleWe invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.
Read ArticleBy 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?
Read ArticleWT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079