Macro
Mixed Signals
Financial markets have reacted to Donald Trump’s presidential election victory with an unusual mix of confidence and caution. What does it mean for investors?
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Macro
America’s Productivity Renaissance
US productivity is surging — potentially adding $7 trillion to GDP by 2034. Bill Sterling covers the drivers and potential obstacles in this article.
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Municipal Bond
GW&K Municipal Bond Market Insights
GW&K investment experts share their late-2024 review and outlook for municipal bonds.
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Taxable Bond
Market Dynamics Impacting Mortgage-Backed Securities
GW&K’s Brendan Doucette shares recent trends in mortgage-backed securities – including wider yield spreads, rate volatility, and the shift in the buyer base – and explores the outlook for both MBS spreads and the securitized sector.
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Macro
Investment Considerations Following Trump’s Presidential Win
Donald Trump’s decisive victory in the US presidential election has the potential to bring big shifts for investors.
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Taxable Bond
GW&K Taxable Monthly Update October 2024
GW&K's Taxable Bond Team shares how October 2024 fixed income market events are influencing their portfolio positioning, sector allocation, and outlook.
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Macro
3Q24 GW&K Market Insights with Harold Kotler & Bill Sterling
How will the US election affect the markets & global economy? Listen to a conversation with GW&K's Harold Kotler, Bill Sterling, & Dan Fasciano for their thoughts.
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Macro
What’s Next For AI
AI could rapidly change the world, especially how we work. What's possible, how fast? Learn more from expert Tamay Besiroglu & GW&K's Bill Sterling.
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Municipal Bond
GW&K Municipal Bond Market Commentary – 3Q 2024
Municipal bonds posted their strongest third-quarter returns since 2011, erasing earlier losses and pushing year-to-date performance into positive territory.
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