GW&K Quarterly Investment Review 4Q 2023
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
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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.
GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.
Read ArticleMunicipal 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 ArticleEquity Portfolio Manager Karl Kyriss shares what he learned on his recent trip to Denmark, Sweden, and Norway, including why he feels the European Union (EU) might be home to some of the most attractive companies today.
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Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079