Taxable Bond

Market Dynamics Impacting Mortgage-Backed Securities

November 14, 2024 | By Brendan Doucette

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

November 8, 2024 | By GW&K

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

November 7, 2024 | By GW&K

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

October 22, 2024 | By Harold G. Kotler, CFA, William Sterling, Ph.D. & Daniel J. Fasciano, CFA, CMT, CAIA

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

October 18, 2024 | By William Sterling, Ph.D.

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

October 15, 2024 | By GW&K

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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Taxable Bond

GW&K Taxable Bond Market Commentary – 3Q 2024

October 15, 2024 | By GW&K

Midway through the third quarter, the soft-landing scenario was briefly upended by an unexpected weakening in the labor market that sparked fears around growth and a potential policy mistake.

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Domestic Equity

GW&K Domestic Equities Market Commentary – 3Q 2024

October 15, 2024 | By GW&K

Domestic large cap equities posted their fourth consecutive quarterly gain and seventh gain in the last eight quarters.

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Global Equity

GW&K Global Equities Market Commentary – 3Q 2024

October 15, 2024 | By GW&K

Global equity markets climbed steadily throughout the third quarter, despite a bout of intra-month volatility in August.

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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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