Domestic Equity
Large 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.
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Municipal Bond
GW&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.
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Macro
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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Wealth Insights
Properly titling your assets can help prevent increased taxes, disagreements among heirs, and even the undesirable need for probate.
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Macro
Global Strategist Bill Sterling shares his latest research on the housing market and high mortgage rates.
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Domestic Equity | Global Equity
Are investors overlooking the potential of small cap stocks? Large cap tech names have stolen the spotlight recently, but GW&K’s Global Strategist, Bill Sterling, shares his research suggesting the tide may be turning.
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Macro
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.
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Taxable Bond
Following the dovish Fed pivot in December that opened the door to easing monetary policy for 2024, the fixed income market entered the year anticipating steep rate cuts beginning as soon as March.
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Global Equity
The year-end 2023 rally continued into the first quarter, but in a more muted manner.
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