Taxable Bond
Taxable Bond Snapshot March 2026
Geopolitics dominated the macro and market backdrop in March, with the conflict in Iran driving oil prices up and delaying expectations for interest-rate easing from the Fed.
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Macro
Economic And Market Implications Of The US-Iran Conflict
Global Strategist Bill Sterling discusses potential market implications — especially for global energy — and key considerations for navigating volatility from the conflict involving Iran.
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Macro
The Coming Intelligence Explosion
AI is quickly becoming an economy-wide cost revolution, not just a tech story. Explore how recursive self-improvement could compress disruption timelines, lift corporate margins broadly, and create a new secular growth category in AI governance.
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Municipal Bond
Municipal Bond Snapshot February 2026
Munis extended their rally in February, supported by robust demand. With the back half of the curve exceptionally steep and yields historically attractive, we’re watching how seasonal March headwinds may influence positioning and flows.
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Taxable Bond
Taxable Bond Snapshot February 2026
February delivered strong returns as Treasury yields fell — plus what wider spreads and rising volatility mean for taxable bonds.
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Wealth Insights
Long-Term Care Insurance Basics
Long term care planning matters more than many realize. GW&K’s Matt Shumaker answers key questions on costs, coverage, and timing.
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Municipal Bond
Municipal Bond Snapshot January 2026
Entering February, the outlook for municipal bonds remains favorable: Supply and demand are broadly in balance, credit quality is strong, and tax-equivalent yields are attractive.
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Taxable Bond
Taxable Bond Snapshot January 2026
The US Aggregate Bond Index delivered a modest 0.11% return in January, as spread tightening and carry in corporate bonds and mortgage-backed securities more than offset a small increase in Treasury yields.
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Macro
4Q25 GW&K Market Insights
Harold Kotler, Bill Sterling, & Dan Fasciano discuss their outlook on the markets, highlighting discipline, diversification, AI, easing inflation, and a broadening global rally.
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