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Bloomberg – Nuno Fernandes Quoted
Global Equity | Press Mention
Equity Portfolio Manager Nuno Fernandes, CFA was quoted in a Bloomberg article, entitled, “Emerging Markets Enter High-Anxiety Phase With Turkey Vote.” Read Article Here By clicking on any of the links you will be redirected to an external site. These links are provided for informational purposes only; they do not constitute an endorsement or approval of
Leverage Revisited: Assessing US Debt Amid Recession Fears
Global Equity | Insight
Global Perspectives — April 2023 Highlights: Despite recession concerns, US households and businesses remain cash-rich, with high net worth and ample liquidity, contributing to the economy’s resilience. Such robust private-sector balance sheets should help the economy avoid a severe downturn and recover swiftly once the Fed lowers interest rates. Increased federal leverage boosted households and
GW&K Global Equity Strategies Investment Commentary – 1Q 2023
Global Equity | Market Commentary
Despite a bit of landing turbulence, global markets rallied in the first quarter with the large cap MSCI World ex USA Index advancing 8.0%. The MSCI World ex USA Small Cap Index also started the year off strong, gaining 5.0%, continuing last quarter’s recovery. The US Dollar Index declined -1.0% in the quarter, providing a
The nearly $18 trillion securitized assets market started 2023 strong, but rising interest rates and concerns about US banks have recently weakened this sector of the fixed income market. What’s next? We spoke with GW&K’s Senior Securitized Analyst Brendan Doucette to get his take.