Macro
What the Federal Shutdown Means for the Economy and Markets
Global Strategist Bill Sterling takes us through how the US federal government shutdown may affect the economy and markets.
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Macro
3Q25 GW&K Market Insights
Harold Kotler, Bill Sterling, & Dan Fasciano discuss market growth drivers, AI’s impact, policy risks, and investment opportunities in small caps, bonds, and global markets.
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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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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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Wealth Insights
Diversification: A Reminder of the Bond Market’s Role
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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