Macro
4Q24 GW&K Market Insights with Harold Kotler & Bill Sterling
Learn how the new US administration could impact the market and the risks and opportunities in AI.
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Macro
Investment Implications Of President Trump’s Trade Policy
President Trump’s potential policies for restructuring the world’s trading system could bring significant changes to the global economic order.
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Macro
Thoughts On The DeepSeek Shock To Equity Markets
We believe that the race to AGI is still on, and the US remains in the lead. The latest news from China will almost certainly intensify the competitive dynamics.
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Municipal Bond
Assessing the Impact of the California Wildfires on Municipal Bonds
As wildfires continue to impact Southern California, we are closely monitoring the situation and its potential effects on municipal bonds in the region.
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Firm-wide
A Letter From Our Co-CEOs
Co-CEOs Tom Powers and Bill Roberts reflect on 50 years of GW&K, discuss the dynamic market environment, and share some business updates in their annual letter.
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Municipal Bond
GW&K Municipal Bond Market Commentary – 4Q 2024
Municipal bonds posted significant losses in the fourth quarter, dragged down by a broader Treasury market selloff.
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Taxable Bond
GW&K Taxable Bond Market Commentary – 4Q 2024
A stronger-than-expected economy renewed the market’s concerns about persistent inflation, driving fourth quarter bond market returns well into negative territory.
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Domestic Equity
GW&K Domestic Equities Market Commentary – 4Q 2024
Despite a difficult December, fourth quarter returns remained slightly positive for equities, with large cap stocks posting their fifth consecutive quarterly gain.
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Global Equity
GW&K Global Equities Market Commentary – 4Q 2024
Global equity markets ended the year with a modestly positive return, but in the fourth quarter gave back much of the prior quarter’s gains.
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