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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Macro
GW&K Investment Review 2Q 2024
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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Wealth Insights
Titling Assets
Properly titling your assets can help prevent increased taxes, disagreements among heirs, and even the undesirable need for probate.
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Macro
The US Housing Market Weathers High Mortgage Rates
Global Strategist Bill Sterling shares his latest research on the housing market and high mortgage rates.
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