GW&K Municipal Bond Strategies Investment Commentary – 4Q 2022
Don’t be fooled by all the hand-wringing over what a terrible year 2022 was for bonds. In fact, long-term investors should be grateful for what transpired.
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Actively engaging with our clients and partners and providing access to our investment teams are core values of our firm. Sharing our unique perspectives is a key part of how we stay connected. We invite you to explore our most recent thinking below, and subscribe to our quarterly GW&K Investment Review to stay up to date.
Don’t be fooled by all the hand-wringing over what a terrible year 2022 was for bonds. In fact, long-term investors should be grateful for what transpired.
Read ArticleAlthough global central bank tightening still provides potential headwinds to global equity markets, the prospect of sustained Asia and EM outperformance appears to be the highest in years based on attractive valuations and exceptional earnings prospects.
Read ArticleFixed income markets rose in the fourth quarter amid growing confidence that central banks have succeeded in slowing inflation and will soon be able to pursue less restrictive policy.
Read ArticleWe fully grasp the futility of forecasting macro events so what follows is not a forecast. Rather, we’ll lay out some important events from the fourth quarter of 2022 and how we think they will likely impact the market in 2023.
Read ArticleOur continued focus on identifying well-managed companies with leading market positions and solid financial characteristics should serve us well in 2023, as it did in 2022, as it is these challenging economic environments that tend to separate the good from the bad.
Read ArticleA review of November 2022 GW&K Taxable Bond Portfolio Managers, Mary F. Kane, CFA, Partner, and Stephen J. Repoff, CFA, Principal.
Read ArticleWT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079