Municipal Bond
Hospitals: Facing a New Reality
Medicaid cuts pose new challenges for not-for-profit hospitals. GW&K examines which credits may face the most pressure — and how providers could adapt.
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Macro
Great Expectations, Meet Arithmetic
Investors expect strong long-term stock returns. But what do today’s valuations imply? Bill Sterling puts those expectations to a simple arithmetic test.
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Municipal Bond
Municipal Bond Snapshot July 2026
Municipals sold off in July, with intermediate bonds posting their first negative July since 2013, as rising Treasury yields and rich starting valuations outweighed strong technicals.
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Wealth Insights
Should You Put Your House in a Revocable Trust?
Should your home be titled in a revocable trust? Learn the potential benefits, important considerations, and how it may fit into your overall estate plan.
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Taxable Bond
Taxable Bond Snapshot July 2026
Rates sold off, led by the front end of the Treasury curve, while longer-term Treasuries held up better. Investors shifted their focus from the conflict in Iran to the Federal Reserve and the domestic economy, as the market increased expectations for potential rate hikes.
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Macro
July 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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Taxable Bond
AI, Data Centers, and Fixed Income: Where Bond Investors Are Finding Opportunity
AI is reshaping more than equity markets. Explore how the AI infrastructure buildout is being financed and what it means for fixed income investors.
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Domestic Equity
Domestic Equity Market Commentary – 2Q 2026
Strong earnings, AI investment, and resilient economic data supported equities during the second quarter as our team remains focused on identifying high-quality businesses for the long term.
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Taxable Bond
Taxable Bond Market Commentary – 2Q 2026
Strong corporate fundamentals, resilient consumer demand, and continued AI infrastructure investment helped support fixed income markets during the second quarter.
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