Municipal Bond
Municipal Bond Snapshot January 2026
Entering February, the outlook for municipal bonds remains favorable: Supply and demand are broadly in balance, credit quality is strong, and tax-equivalent yields are attractive.
Read Article
All
Taxable Bond
Taxable Bond Snapshot January 2026
The US Aggregate Bond Index delivered a modest 0.11% return in January, as spread tightening and carry in corporate bonds and mortgage-backed securities more than offset a small increase in Treasury yields.
Read Article
Macro
4Q25 GW&K Market Insights
Harold Kotler, Bill Sterling, & Dan Fasciano discuss their outlook on the markets, highlighting discipline, diversification, AI, easing inflation, and a broadening global rally.
Read Article
Macro
What a 2026 Manufacturing Recovery Could Mean for Industrial Stocks
Early indicators suggest a 2026 manufacturing rebound, opening the door to broader equity leadership and renewed opportunities in industrial stocks.
Read Article
Firm-wide
A Letter From Our CEO
In his annual letter, CEO Tom Powers reflects on a successful 2025 marked by growth, innovation, and strong partnerships, and shares how we’re building on that momentum to create lasting value for our clients in the year ahead.
Read Article
Municipal Bond
State of the States 2026: Strong Fiscal Footing Amid Tighter Conditions
With record Rainy Day Funds and cautious budgeting, US states head into 2026 well equipped to manage slowing growth, cost pressures, and policy shifts.
Read Article
Macro
GW&K Investment Review 4Q 2025
Our CIO, Harold Kotler, reminds us that even in a tense, unpredictable world like the one we experienced in 2025, resilience still drives progress.
Read Article
Municipal Bond
Municipal Bond Market Commentary – 4Q 2025
Municipal bonds closed 2025 strong, driven by curve shifts, steady demand, and active opportunities as the market enters 2026 with resilient fundamentals.
Read Article
Taxable Bond
Taxable Bond Market Commentary – 4Q 2025
Taxable bonds posted solid gains in 4Q25 as Fed cuts, lower front‑end rates, and strong corporate and securitized performance supported the sector.
Read Article