Major Cities Expected to Manage Commercial Real Estate Weakness
Sheila R. May, CFA, Principal, Director, Municipal Bond Research
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Sheila R. May, CFA, Principal, Director, Municipal Bond Research
Read ArticleGW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
Read ArticleDespite ongoing geopolitical risks and the potential for global equity markets to be impacted if major DM economies enter a recession, we maintain a cautiously optimistic view on EM equities.
Read ArticleRegional returns were mostly muted with Europe and Asia offsetting some weakness in North America. Within Asia, Japan was the best market despite a weak yen, while Hong Kong sold off as China’s reopening disappointed. Europe was mixed with some areas of strength such as Denmark and Italy, while the Nordics were weak, led by declines in Sweden.
Read ArticleThe outlook for the economy and the stock market remains decidedly mixed.
Read ArticleOur view of corporate credit remains somewhat cautious, particularly as the cycle advances and spreads sit inside their long-term averages. We recognize that companies have been successful limiting their sensitivity to rising rates by extending maturities and building liquidity.
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Bill Blase or Sara Minar
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