Actively engaging with our clients and partners and providing access to our investment teams are core values of our firm. Sharing our unique perspectives is a key part of how we stay connected. We invite you to explore our most recent thinking below, and subscribe to our quarterly GW&K Investment Review to stay up to date.
Municipal bonds posted their best quarterly performance in nearly four decades, transforming 2023 into a year of solid gains after it looked like we were headed for a second consecutive annual loss.
Read ArticleThe setup for 2024 looks quite positive, as labor markets remain solid, consumer confidence has improved, capital spending should be bolstered by Inflation Reduction Act spending, and corporate earnings should grow nicely
Read ArticleDespite relatively modest returns in 2023 our view on international markets is constructive. After years of underperforming, primarily due to valuation compression and FX headwinds, the set-up for non-US equities in 2024 is positive.
Read ArticleThe strong performance this quarter was a sharp reversal from the prior quarter, which briefly raised the specter of an unprecedented third consecutive loss for the bond market.
Read ArticleResilience was the word for this quarter, and perhaps will continue to be for at least the near term...How this interplay between a stronger economy and higher interest rates plays out is difficult to predict
Read ArticleGiven the recent weakness in the market we thought it might be interesting to discuss some broad ideas we currently find attractive and that the market seems to be mispricing.
Read ArticleWT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079