Nuno Fernandes

Barron’s – Nuno Fernandes Quoted

September 5, 2022

Equity Portfolio Manager Nuno Fernandes, CFA was quoted in a Barron’s article, entitled, “The U.S. Can’t Reduce Emissions Without the Help of China.” 

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US Consumer Spending: Resilient Today, Uncertain Tomorrow

Global Equity | Insight

Highlights: Sentiment surveys have shown notable caution about the economic outlook among US consumers. However, consumer spending has remained relatively robust despite higher interest rates. Resilient spending has challenged 2023/2024 recession forecasts and prompted Fed officials to move towards “higher-for-longer” interest-rate projections. Despite special factors that have supported the consumer in 2023, headwinds are growing.

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GW&K Emerging Markets Equities Strategy Commentary – 3Q 2023

Global Equity | Market Commentary

Emerging market (EM) equities confronted a slew of challenges in the third quarter. From China’s unrelenting property market troubles to a powerful US dollar, escalating global bond yields, and a sharp 27% hike in oil prices, the waters were certainly rough. Nevertheless, the MSCI EM Index dipped by just -2.9% during the period, slightly beating

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GW&K Global Equities Strategy Commentary – 3Q 2023

Global Equity | Market Commentary

The second half of 2023 kicked off with widespread gains across global small cap markets. Softer inflation readings, a more dovish tone from the European Central Bank, and surprisingly good US economic data were key catalysts in the strong performance of North America and Europe. Along with falling inflation, a strong labor market, and increased

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