Municipal Bond
Data Centers in Muniland: Watts at Stake
Data centers bring load growth—and new credit tradeoffs. See what it means for public power, water utilities, local governments, and state incentives.
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taxable bond,municipal bond
Municipal Bond
Municipal Bond Snapshot April 2026
Municipals posted their best April in over a decade despite Treasury weakness, heavy new issuance, and tax-related selling.
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Taxable Bond
Taxable Bond Snapshot April 2026
April’s taxable bond market saw Treasury yields rise and spreads tighten; the Agg returned +0.11%. Our outlook stays neutral on duration.
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Taxable Bond
Rethinking Bonds: Better Yield, Better Balance
Client Portfolio Manager Michael Wands explores how higher yields may restore fixed income’s role in diversification, income, and volatility dampening within portfolios.
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Municipal Bond
Municipal Bond Market Commentary – 1Q 2026
GW&K’s 1Q2026 Municipal Bond Commentary: what drove muni returns, where value re-emerged, and how we’re positioning amid rate and geopolitical risks.
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Taxable Bond
Taxable Bond Market Commentary – 1Q 2026
Geopolitics lifted oil and volatility, pressuring bonds and credit. Securitized held up; we see risk rotation — stay actively positioned.
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Municipal Bond
Municipal Bond Snapshot March 2026
The muni market has reset to healthier levels, with yields at six-month highs, improved relative value ratios, and a more normalized curve.
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Taxable Bond
Taxable Bond Snapshot March 2026
Geopolitics dominated the macro and market backdrop in March, with the conflict in Iran driving oil prices up and delaying expectations for interest-rate easing from the Fed.
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Municipal Bond
Municipal Bond Snapshot February 2026
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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