Domestic Equity
As investors look beyond the largest companies for growth opportunities, small and mid cap equities continue to offer a broad and dynamic investment landscape. Joe Craigen discusses the team’s long-term, bottom-up approach to investing and thoughtful risk management across market cycles.
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Taxable Bond
How much of the yield curve does the Fed really control? Discover the factors that influence bond yields and why different maturities behave differently.
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Macro
As AI spending races toward nearly $1 trillion annually, the most reliable winners may be the suppliers building the infrastructure, not the companies betting on AI's future revenues.
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Taxable Bond
Rates sold off while most risk assets rallied as the US and Iran inched closer to reaching a deal and extending the ceasefire in the Middle East. Economic data and robust corporate earnings growth also provided support.
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Municipal Bond
Municipals delivered modest gains in May, overcoming broader rate market volatility and near-record supply.
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Wealth Insights
Thoughtful tax planning can help reduce surprises and improve outcomes. Explore key strategies for retirees, investors, and families.
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Municipal Bond
Data centers bring load growth—and new credit tradeoffs. See what it means for public power, water utilities, local governments, and state incentives.
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Macro
GW&K’s 1Q26 conference call recap: outlook for growth/inflation, rates & credit, and the AI investment cycle — listen or read the transcript.
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Municipal Bond
Municipals posted their best April in over a decade despite Treasury weakness, heavy new issuance, and tax-related selling.
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