GW&K Taxable Bond Market Commentary – 4Q 2023
The strong performance this quarter was a sharp reversal from the prior quarter, which briefly raised the specter of an unprecedented third consecutive loss for the bond market.
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The strong performance this quarter was a sharp reversal from the prior quarter, which briefly raised the specter of an unprecedented third consecutive loss for the bond market.
Read ArticleResilience was the word for this quarter, and perhaps will continue to be for at least the near term...How this interplay between a stronger economy and higher interest rates plays out is difficult to predict
Read ArticleGiven the recent weakness in the market we thought it might be interesting to discuss some broad ideas we currently find attractive and that the market seems to be mispricing.
Read ArticleElevated yields should be embraced and locked in, because you never know when they will be gone.
Read ArticleThe swift rise in rates to multi-year highs makes the value proposition for bonds more compelling.
Read ArticleGW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
Read ArticleWT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079