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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Global Equity
GW&K Global Equities Strategy Commentary – 1Q 2024
The year-end 2023 rally continued into the first quarter, but in a more muted manner.
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Domestic Equity
GW&K Domestic Equities Strategy Commentary – 1Q 2024
Domestic equities continued their upward march in the first quarter, extending their monthly winning streak to five and posting their fifth gain in the last six quarters.
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Municipal Bond
GW&K Municipal Bond Market Commentary – 1Q 2024
Municipal bonds posted moderate losses in the first quarter but weathered an even deeper selloff in Treasuries.
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Macro
GW&K Investment Review 1Q 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
Tax Planning For 2024
It’s never too early in the year to proactively assess your tax situation and explore planning opportunities, with the aim of optimizing your financial strategy and minimizing tax liabilities.
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Macro
A Welcome Burst in Productivity Growth
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?
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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