Macro
GW&K Investment Review 1Q 2026
In his Q1 2026 Economic Letter, Harold G. Kotler shares a timely reminder: patience, discipline, and diversification matter.
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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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Domestic Equity
Domestic Equity Market Commentary – 1Q 2026
An energy-price shock ended the S&P 500 rally and sparked a correction — Energy surged while AI fears hit Tech. Read our Domestic Equity commentary.
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Global Equity
Global Equity Market Commentary – 1Q 2026
Global equities reversed in March amid Iran-related conflict. We assess energy risks, inflation implications, and where quality can win.
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Wealth Insights
Asset Allocation Beyond Market Headlines
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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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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Macro
Economic And Market Implications Of The US-Iran Conflict
Global Strategist Bill Sterling discusses potential market implications — especially for global energy — and key considerations for navigating volatility from the conflict involving Iran.
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