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  • Our Firm
    • Celebrating 50 Years
    • About Us
    • Culture & Heritage
    • Team
    • Investment Philosophy
    • Diversity, Equity, & Inclusion
    • In the News
    • Careers
  • Who We Work With
    • Private Wealth Investors
    • Institutional Investors
    • Financial Advisors
    • Registered Investment Advisors
  • Investment Solutions
    • Domestic Equity
      • Equity Dividend Plus
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Perspectives

As an entrepreneurial active investment management firm, we foster strong relationships and share financial insights to keep you informed and empowered. Explore our latest thinking and discover how active investing can work for you.

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Taxable Bond

GW&K Taxable Monthly Update December 2024

January 9, 2025 | By GW&K

GW&K's Taxable Bond Team shares how December 2024 fixed income market events are influencing their portfolio positioning, sector allocation, and outlook.

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Macro

The US Housing Market Weathers High Mortgage Rates

June 3, 2024 | By William Sterling, Ph.D.

Global Strategist Bill Sterling shares his latest research on the housing market and high mortgage rates.

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Macro

A Welcome Burst in Productivity Growth

March 13, 2024 | By William Sterling, Ph.D.

Global Strategist Bill Sterling shares his latest research on US productivity in 2023, which had the most growth since the early 2000's, outside of recessions.

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Global Equity

Is the US Dollar Overvalued?

February 23, 2024 | By William Sterling, Ph.D.

After an 11-year climb from 2011 to 2022, the foreign exchange value of the US dollar remains very high by many measures. Read more from Global Strategist Bill Sterling.

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Wealth Insights

Navigating the Death of a Loved One

September 28, 2023 | By Melissa F. Jacoby

Losing a loved one can be an overwhelming experience. We’ve created the following checklist to serve as a helpful guide during a stressful time.

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  • Latest Insight
    The Great American Inheritance Boom

    Macro

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

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