Macro | Domestic Equity
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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Macro | Domestic Equity
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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Municipal Bond
The Case For Munis: Staying the Course in a Historic Fixed Income Slump
While recent fixed income returns have been disappointing, there are several reasons to be optimistic about the asset class.
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Taxable Bond
GW&K Taxable Monthly Update January 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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Macro
4Q24 GW&K Market Insights with Harold Kotler & Bill Sterling
Learn how the new US administration could impact the market and the risks and opportunities in AI.
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Macro
Investment Implications Of President Trump’s Trade Policy
President Trump’s potential policies for restructuring the world’s trading system could bring significant changes to the global economic order.
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Macro
Thoughts On The DeepSeek Shock To Equity Markets
We believe that the race to AGI is still on, and the US remains in the lead. The latest news from China will almost certainly intensify the competitive dynamics.
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