Taxable Bond
Taxable Bond Snapshot April 2026
April’s taxable bond market saw Treasury yields rise and spreads tighten; the Agg returned +0.11%. Our outlook stays neutral on duration.
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Macro
Private Credit: Systemic Risk or Growing Pains?
Private credit has ballooned to a $1.8T market—and 2026 brought its first real stress test. Global Strategist Bill Sterling shares more on redemptions, rising defaults, AI-linked risks, and spillovers to public bonds.
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Wealth Insights
Preparing for Your Child’s Financial Adulthood: Key Estate Planning Moves
Turning 18 brings more than new freedoms — and new legal and privacy rules. Melissa Jacoby outlines key planning documents that can help in emergencies and everyday life.
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Taxable Bond
Rethinking Bonds: Better Yield, Better Balance
Client Portfolio Manager Michael Wands explores how higher yields may restore fixed income’s role in diversification, income, and volatility dampening within portfolios.
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Macro
GW&K Investment Review 1Q 2026
In his Q1 2026 Economic Letter, Harold G. Kotler shares a timely reminder: patience, discipline, and diversification matter.
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Municipal Bond
Municipal Bond Market Commentary – 1Q 2026
GW&K’s 1Q2026 Municipal Bond Commentary: what drove muni returns, where value re-emerged, and how we’re positioning amid rate and geopolitical risks.
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Taxable Bond
Taxable Bond Market Commentary – 1Q 2026
Geopolitics lifted oil and volatility, pressuring bonds and credit. Securitized held up; we see risk rotation — stay actively positioned.
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Domestic Equity
Domestic Equity Market Commentary – 1Q 2026
An energy-price shock ended the S&P 500 rally and sparked a correction — Energy surged while AI fears hit Tech. Read our Domestic Equity commentary.
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Global Equity
Global Equity Market Commentary – 1Q 2026
Global equities reversed in March amid Iran-related conflict. We assess energy risks, inflation implications, and where quality can win.
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