Macro
“Liberation Day” Tariffs: An Unprecedented Break With Free Trade
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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All
Taxable Bond
Taxable Monthly Update March 2025
Our Taxable Bond Team shares how key market developments in January 2025 are influencing their portfolio positioning, sector allocation, and outlook.
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Municipal Bond
Municipal Monthly Update March 2025
Our team shares insights about recent market events in the Municipal Bond market.
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Wealth Insights
You Inherited an IRA…Now What?
IRA inheritance rules can be complex. This article breaks down what both account holders and beneficiaries need to know.
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Domestic Equity
Company Insights on Consumer Spending
Equity Research Analyst Gaby Greenman shares insights from the companies she follows, providing a direct look at how businesses are thinking about consumer demand and their outlook for the months ahead.
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Domestic Equity | Macro
Consumer Spending Faces Crosswinds After Strong 2024
Will consumers stay resilient or pullback? Our Global Strategist Bill Sterling shares his research on spending trends and what they mean for investors.
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Taxable Bond
Assessing Tariff Risks On Corporate Credit
Corporate bonds may offer an attractive combination of downside protection and positive carry to navigate the current economic environment. Our team shares how active management can help calibrate exposure to the most vulnerable effects of tariffs.
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Domestic Equity | Macro
Perspectives on the US Equity Market Selloff
Global Strategist Bill Sterling shares his research into historical stock market corrections – including how extreme uncertainty can be followed by surprisingly positive stock market returns.
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Taxable Bond
GW&K Taxable Monthly Update February 2025
Our Taxable Bond Team shares how key market developments in February 2025 are influencing their portfolio positioning, sector allocation, and outlook.
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