Macro
GW&K Investment Review 3Q 2025
Despite political uncertainty, the stock market rises, driven by falling interest rates, the AI revolution, and renewed confidence in capitalism. Hear more from GW&K’s CIO, Harold Kotler.
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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 Market Commentary – 3Q 2025
Municipal bonds surged in the third quarter, driven by long-end gains, strong demand, and resilient credit fundamentals. The market enters Q4 on solid footing.
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Taxable Bond
Taxable Bond Market Commentary – 3Q 2025
3Q2025 was another strong quarter for fixed income markets. Our Taxable Bond Team shares what they’re seeing in the market.
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Domestic Equity
Domestic Equity Market Commentary – 3Q 2025
US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.
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Global Equity
Global Equity Market Commentary – 3Q 2025
Global small caps rose in 3Q2025. Our team favors steady, undervalued companies, choosing to focus on fundamentals over market hype.
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Municipal Bond
New York City: Strong Fiscal Controls Outweigh Political Promises
NYC’s strong fiscal safeguards and oversight ensure stable credit ratings, despite political proposals for higher taxes and new debt.
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