Actively engaging with our clients and partners and providing access to our investment teams are core values of our firm. Sharing our unique perspectives is a key part of how we stay connected. We invite you to explore our most recent thinking below, and subscribe to our quarterly GW&K Investment Review to stay up to date.
Despite ongoing geopolitical risks and the potential for global equity markets to be impacted if major DM economies enter a recession, we maintain a cautiously optimistic view on EM equities.
Read ArticleRegional returns were mostly muted with Europe and Asia offsetting some weakness in North America. Within Asia, Japan was the best market despite a weak yen, while Hong Kong sold off as China’s reopening disappointed. Europe was mixed with some areas of strength such as Denmark and Italy, while the Nordics were weak, led by declines in Sweden.
Read ArticleThe outlook for the economy and the stock market remains decidedly mixed.
Read ArticleOur view of corporate credit remains somewhat cautious, particularly as the cycle advances and spreads sit inside their long-term averages. We recognize that companies have been successful limiting their sensitivity to rising rates by extending maturities and building liquidity.
Read ArticleWhile unable to escape the forces that drove Treasury yields higher, municipal bonds outperformed the broader market, thanks mostly to a strong technical environment in June.
Read ArticleEquity Research Analyst Matt Clemmer recently returned from his first post-Covid investment research trip to China. Read more about what he experienced in Asia and what he learned from company management teams during his visit.
Read ArticleWT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079