Macro
The $2 Trillion Question
Global Strategist William Sterling examines what a nearly $2 trillion federal deficit means for stocks, bonds, interest rates, inflation, and portfolio diversification.
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Macro
Ballots, Bonds, and the AI Trade
Markets reacted sharply after Democrats won both chambers of Congress: AI-related equities sold off, while bonds rallied. Global Strategist Bill Sterling examines what it may mean for investors.
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Taxable Bond
Taxable Bond Snapshot October 2026
October’s Taxable Bond Snapshot reviews falling Treasury yields, the Bloomberg Aggregate’s 2.44% gain, widening credit spreads, and GW&K’s current positioning.
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Municipal Bond
Municipal Bond Snapshot October 2026
Municipals rallied in October as rates fell, with a steeper curve, attractive yields, and improving technicals. Explore the latest trends and GW&K’s municipal bond strategies.
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Macro
October 2026 GW&K Market Insights
Hear GW&K's Harold Kotler, Bill Sterling, and Dan Fasciano discuss the economy, AI, inflation, diversification, and why long-term investors should look beyond today's headlines.
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Wealth Insights
The Case For Realizing Capital Gains
Paying capital gains taxes can sometimes support diversification, risk management & long-term goals. Explore when realizing gains may make sense for your plan.
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Taxable Bond | Municipal Bond
Why Higher Yields Create a Better Entry Point For Bonds
Higher taxable and municipal bond yields may create a stronger starting point for investors. Explore why starting yields, income, and time are important when considering fixed income.
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Municipal Bond
Why Investors Should Look Forward After the Recent Muni Selloff
Municipal bonds have come under pressure as yields rose. Explore what’s driving the selloff, how higher starting yields may affect returns, and how investors may benefit.
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Global Equity
Global Equity Market Commentary – 3Q 2026
GW&K’s global equity team highlights opportunities in international small caps, with a focus on growth, valuation, business quality, and strong balance sheets.
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