Taxable Bond
Taxable Bond Snapshot July 2025
In July, the bond market remained in risk-on mode, supported by a better-than-anticipated earnings season and progress on trade deals that removed some of the uncertainty overhang.
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Our Firm
We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.
Hear more from our Founder-Chairman Harold Kotler and co-CEOs, Tom Powers and Bill Roberts, about who we are and what we do in this video.
About Our FirmInvestment Strategies
Domestic Equity
We leverage our strengths in bottom-up fundamental research to focus on small cap, small/mid cap, and high conviction multi-cap equity — those equity market segments where active management and disciplined stock selection can add the most value.
Global Equity
Our global specialists seek to uncover quality companies that have a sustainable competitive advantage and that may be undervalued, underappreciated, or misunderstood by the market.
Municipal Bond
GW&K is a recognized market leader and pioneer in municipal bond investing, having managed portfolios for clients since our founding in 1974. Our investment approach is active, flexible, and rooted in disciplined research to preserve and enhance principal and income.
Taxable Bond
We have been managing taxable bond portfolios for clients for more than three decades. We aim to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation in changing market environments.
Who We Work With
Financial Advisors
Investment professionals who invest on behalf of clients
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Institutional Investors
Investors who consult or invest on behalf of financial institutions
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Private Wealth
Financial planning for high net worth individuals
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Registered Investment Advisors
Registered Investment Advisors seeking a trusted partner
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Latest Updates
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Municipal Bond
Municipal Bond Snapshot July 2025
In July, new muni bond issuance set another monthly record, but pockets of value emerged as concessions increased, and crossover buyers stepped in at the long end.
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Wealth Insights
Strategies for Wealth Transfer Success
GW&K’s Wealth Advisor Ross McWilliams shares actionable strategies to prepare your next generation for financial success.
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Macro
2Q25 GW&K Market Insights
Our Founder-Chairman Harold Kotler and Global Strategist Bill Sterling discuss elevated market volatility, changing tariff policies, and current risks and opportunities.
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Municipal Bond
The Evolving Challenges Facing Higher Education
Our Director of Municipal Bond Research shares insights into the financial impact of federal policies, declining enrollment, and other factors affecting higher-ed institutions today.
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Macro
GW&K Investment Review 2Q 2025
There are good reasons for investors to be optimistic now, including technological advances and a potential stabilization in global risk hotspots, says our CIO Harold Kotler.
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