Municipal Bond
GW&K Municipal Bond Market Commentary – 2Q 2024
Municipal bond yields rose across the board in the second quarter, driven by elevated tax-exempt supply and Treasury market volatility.
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Domestic Equity
GW&K Domestic Equities Market Commentary – 2Q 2024
Large cap equities are still on a roll, posting their sixth gain in the last seven quarters. While higher-for-longer interest rates created a market headwind in the quarter, it was more than offset by the favorable impact of AI-driven growth, slowing inflation, a decent economy and solid earnings.
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Municipal Bond
State of California: Prudent Policies and Healthy Reserves Counter Revenue Volatility
GW&K’s Director of Municipal Research, Sheila May, writes about the state of California's budget and why we remain comfortable with the state’s credit profile.
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Macro
GW&K Investment Review 2Q 2024
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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Wealth Insights
Titling Assets
Properly titling your assets can help prevent increased taxes, disagreements among heirs, and even the undesirable need for probate.
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Macro
The US Housing Market Weathers High Mortgage Rates
Global Strategist Bill Sterling shares his latest research on the housing market and high mortgage rates.
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Domestic Equity | Global Equity
Small Cap Stocks: Poised for Outperformance
Are investors overlooking the potential of small cap stocks? Large cap tech names have stolen the spotlight recently, but GW&K’s Global Strategist, Bill Sterling, shares his research suggesting the tide may be turning.
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Macro
Listen: GW&K Market Insights with Harold Kotler & Bill Sterling 1Q24
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.
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Taxable Bond
GW&K Taxable Bond Market Commentary – 1Q 2024
Following the dovish Fed pivot in December that opened the door to easing monetary policy for 2024, the fixed income market entered the year anticipating steep rate cuts beginning as soon as March.
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