Perspectives
Keep
Reading

Taxable Bond Market Commentary – 1Q 2025
Taxable Bond | InsightInvestors sought the safe haven of fixed income during the volatile first quarter of 2025, as the market quickly shifted its focus to recession fears and global trade tensions.
Read Article
Taxable Monthly Update March 2025
Taxable Bond | InsightOur Taxable Bond Team shares how key market developments in January 2025 are influencing their portfolio positioning, sector allocation, and outlook.
Read Article
Assessing Tariff Risks On Corporate Credit
Taxable Bond | InsightCorporate bonds may offer an attractive combination of downside protection and positive carry to navigate the current economic environment. Our team shares how active management can help calibrate exposure to the most vulnerable effects of tariffs.
Read ArticleThis Website Uses Cookies
We use cookies to improve your experience on our website. To accept cookies click Accept & Close, or continue browsing as normal. For more information or to learn how to opt out of cookies, please see our cookie policy.
Accept and CloseStay Updated & Informed with GW&K
GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.
-
Latest Insight
1Q25 GW&K Market Insights
Macro
Our Founder-Chairman Harold Kotler and Global Strategist Bill Sterling discuss elevated market volatility, changing tariff policies, and current risks and opportunities.
Read Article -
Latest Market Commentary
State Of The States 2025 — Poised For Fiscal Stability
Municipal Bond
Fiscal conditions across state governments remain healthy as the sector heads into 2025.
Read Article
GW&K Taxable Monthly Update November 2024
TAXABLE BOND MARKET UPDATE & OUTLOOK
SECTOR ALLOCATION
POSITIONING
DURATION & YIELD CURVE
TREASURIES
GOVERNMENT RELATED
CORPORATE BONDS
SECURITIZED
Disclosures
GW&K’s Taxable Bond Team shares how November 2024 fixed income market events are influencing their portfolio positioning, sector allocation, and outlook.