Global Equity
Poised For A Strong Future: Industrials Sector Insights From Our Experts
The Industrials sector is a broad and diverse sector, with plenty of opportunity for investors.
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Macro
2Q24 GW&K Market Insights with Harold Kotler & Bill Sterling
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.
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Wealth Insights
Strategies for Avoiding Probate
Read from Wealth Strategist, Melissa Jacoby on a few options that may minimize or prevent the need for probate.
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Macro
Navigating the Concentrated US Stock Market
Global Strategist Bill Sterling shares his latest research on navigating the concentrated US stock market.
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Global Equity
GW&K Global Equities Market Commentary – 2Q 2024
Global equity markets spent the quarter moving around but going nowhere. An April selloff led to a May rally only to end June slightly lower but off the worst levels.
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Taxable Bond
GW&K Taxable Bond Market Commentary – 2Q 2024
After an unsteady start to the quarter that saw upside surprises to both growth and inflation, evidence emerged that the lagged effects of tight monetary policy might finally be working.
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Municipal Bond
GW&K Municipal Bond Market Commentary – 2Q 2024
Municipal bond yields rose across the board in the second quarter, driven by elevated tax-exempt supply and Treasury market volatility.
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Domestic Equity
GW&K Domestic Equities Market Commentary – 2Q 2024
Large cap equities are still on a roll, posting their sixth gain in the last seven quarters. While higher-for-longer interest rates created a market headwind in the quarter, it was more than offset by the favorable impact of AI-driven growth, slowing inflation, a decent economy and solid earnings.
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Municipal Bond
State of California: Prudent Policies and Healthy Reserves Counter Revenue Volatility
GW&K’s Director of Municipal Research, Sheila May, writes about the state of California's budget and why we remain comfortable with the state’s credit profile.
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