GW&K Emerging Markets Equity Strategies – 2Q23
Global Equity | Market Commentary

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.

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GW&K Global Equity Strategies Commentary – 2Q23
Global Equity | Market Commentary

Regional 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.

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GW&K Domestic Equities Strategy Commentary – 2Q23
Domestic Equity | Market Commentary

The outlook for the economy and the stock market remains decidedly mixed.

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GW&K Taxable Bond Market Commentary – 2Q23
Taxable Bond | Market Commentary

Our 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.

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GW&K Municipal Bond Strategies Commentary – 2Q 2023
Municipal Bond | Market Commentary

While 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.

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Ubiquitous Apps, NEVs, Hesitant Consumers, and Domestic Champions: Research Notes from China
Global Equity | Insight

Equity 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.

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