GW&K Investment Review – 2Q23
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 Global Equity Strategies Commentary – 2Q23
Global Equity | Market Commentary

Regional returns were mostly muted with Europe and Asia offsetting some weakness in North America. Within Asia, Japan was the best market despite a weak yen, while Hong Kong sold off as China’s reopening disappointed. Europe was mixed with some areas of strength such as Denmark and Italy, while the Nordics were weak, led by declines in Sweden.

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GW&K Domestic Equities Strategy Commentary – 2Q23
Domestic Equity | Market Commentary

The outlook for the economy and the stock market remains decidedly mixed.

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GW&K Taxable Bond Market Commentary – 2Q23
Taxable Bond | Market Commentary

Our view of corporate credit remains somewhat cautious, particularly as the cycle advances and spreads sit inside their long-term averages. We recognize that companies have been successful limiting their sensitivity to rising rates by extending maturities and building liquidity.

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GW&K Municipal Bond Strategies Commentary – 2Q 2023
Municipal Bond | Market Commentary

While unable to escape the forces that drove Treasury yields higher, municipal bonds outperformed the broader market, thanks mostly to a strong technical environment in June.

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Higher Rates Are Creating Opportunities in Fixed Income
Taxable Bond | Market Commentary

After a challenging 2022, there are many reasons to consider an allocation to longer-term bonds today. Read more in our latest Taxable Bond commentary.

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All inquiries from the media may be directed to:

WT Blase & Associates
Bill Blase or Sara Minar | 212.221.1079

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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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