GW&K Quarterly Investment Review 4Q 2023
Firm-wide | Market Commentary

GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.

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GW&K Municipal Bond Market Commentary – 4Q 2023
Municipal Bond | Market Commentary

Municipal bonds posted their best quarterly performance in nearly four decades, transforming 2023 into a year of solid gains after it looked like we were headed for a second consecutive annual loss.

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GW&K Domestic Equities Strategy Commentary – 4Q 2023
Domestic Equity | Market Commentary

The setup for 2024 looks quite positive, as labor markets remain solid, consumer confidence has improved, capital spending should be bolstered by Inflation Reduction Act spending, and corporate earnings should grow nicely

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GW&K Global Equities Strategy Commentary – 4Q 2023
Global Equity | Market Commentary

Despite relatively modest returns in 2023 our view on international markets is constructive. After years of underperforming, primarily due to valuation compression and FX headwinds, the set-up for non-US equities in 2024 is positive.

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GW&K Taxable Bond Market Commentary – 4Q 2023
Taxable Bond | Market Commentary

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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GW&K Domestic Equities Strategy Commentary – 3Q 2023
| Market Commentary

Resilience 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

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GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

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