Macro

The Great American Inheritance Boom

December 22, 2025 | By William Sterling, Ph.D.

The richest generation in history is unlocking its wealth — a private stimulus happening now, not decades from now.

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Taxable Bond

Financing the Future: Credit Perspectives on the AI Investment Boom

December 18, 2025 | By M. Seamus Ryan, CFA

GW&K’s Director of Taxable Bond Research examines the implications for debt investors and the evolving credit landscape as AI-driven investments transform balance sheets and market dynamics.

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Municipal Bond

Municipal Bond Snapshot November 2025

December 3, 2025 | By GW&K

Following the strong fall rally, municipals held steady in November, with year-to-date performance in the mid-single digits.

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Taxable Bond

Taxable Bond Snapshot November 2025

December 3, 2025 | By GW&K

The US Aggregate Bond Index returned 0.62% in November, spot-on with October's gain. Yields declined across the curve, except for the unchanged long end. Spreads for the overall index rose marginally, and the year-to-date gain advanced to 7.46%.

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Wealth Insights

2025 Year-End Financial Planning Reminders

November 24, 2025 | By Melissa F. Jacoby

GW&K Wealth Strategist Melissa Jacoby shares strategies that can enhance tax efficiency and strengthen your long-term financial well-being.

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Municipal Bond

Municipal Bond Snapshot October 2025

November 5, 2025 | By GW&K

Municipals posted gains for the month — the first positive October in six years and the strongest in over two decades.

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Taxable Bond

Taxable Bond Snapshot October 2025

November 5, 2025 | By GW&K

Despite the government shutdown, investors continued to bid up assets and both stock and bond markets were unphased. The positive economic backdrop remained in place while the Fed cut rates for the second straight meeting.

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Macro

The Shock-Resistant US Economy

November 5, 2025 | By William Sterling, Ph.D.

US states and households are thriving, but rising federal debt sets new limits for the shock-resistant American economy.

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Macro

What the Federal Shutdown Means for the Economy and Markets

October 29, 2025 | By William Sterling, Ph.D.

Global Strategist Bill Sterling takes us through how the US federal government shutdown may affect the economy and markets.

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