Navigating the Concentrated US Stock Market
Global Strategist Bill Sterling shares his latest research on navigating the concentrated US stock market.
Read Article
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.
Global Strategist Bill Sterling shares his latest research on navigating the concentrated US stock market.
Read ArticleGlobal equity markets spent the quarter moving around but going nowhere. An April selloff led to a May rally only to end June slightly lower but off the worst levels.
Read ArticleAfter an unsteady start to the quarter that saw upside surprises to both growth and inflation, evidence emerged that the lagged effects of tight monetary policy might finally be working.
Read ArticleMunicipal bond yields rose across the board in the second quarter, driven by elevated tax-exempt supply and Treasury market volatility.
Read ArticleLarge cap equities are still on a roll, posting their sixth gain in the last seven quarters. While higher-for-longer interest rates created a market headwind in the quarter, it was more than offset by the favorable impact of AI-driven growth, slowing inflation, a decent economy and solid earnings.
Read ArticleGW&K’s Director of Municipal Research, Sheila May, writes about the state of California's budget and why we remain comfortable with the state’s credit profile.
Read ArticleWT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079