Global Equity
Global Equity Market Commentary – 2Q 2025
Despite starting the quarter with a tariff shock and enduring a thankfully short Iranian conflict, global markets (ex-USA) put up stellar returns for 2Q25.
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Taxable Bond
Taxable Monthly Update June 2025
In June, bond investors were able to focus on what has been driving domestic credit: good fundamentals, supportive technicals, and attractive all-in yields.
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Municipal Bond
Municipal Monthly Update June 2025
The municipal curve is at its steepest level in recent memory, boosting prospects for expected return going forward. Our Municipal Bond Team shares their portfolio positioning, sector allocation, and outlook.
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Taxable Bond
Staying Strong: Consumers and Companies Amid Tariffs
Amid new tariffs, our Taxable Bond Team remains invested in the consumer sector to capture attractive spread levels, but with a keen focus on credit quality.
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Municipal Bond
Muni Perspectives: Winning in the Long Run
Long-duration municipal bonds can play a meaningful role in enhancing income and total return potential. Learn how GW&K’s strategic approach is positioned for long-term success.
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Wealth Insights
6 Charitable Giving Strategies For 2025
Charitable giving provides a wealth of benefits, including the opportunity to reinforce family unity and legacy. Wealth Strategist Melissa Jacoby compares some of the options for giving, and their estate plan impacts.
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Macro
Israel’s Iran Strike Challenges Markets
When Israel launched surprise airstrikes on Iranian nuclear and military targets on June 13, global markets responded with a familiar playbook, but with a stagflationary twist that concerns investors.
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Taxable Bond
Taxable Monthly Update May 2025
Our Taxable Bond Team shares how key market developments in April 2025 are influencing their portfolio positioning, sector allocation, and outlook.
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Municipal Bond
Municipal Monthly Update May 2025
Municipals outperformed Treasuries, reversing April's relative underperformance. Historically attractive yields brought investors off the sidelines, helping the market overcome a weaker technical environment.
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