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Market Performance Summary
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Silicon Valley Bank's Failure Reinforces Importance of Long-Term Investment Plan
Last week the United States suffered the second largest bank failure in its history. Amid a run on deposits, Silicon Valley Bank (SVB) lost 60% of its market value on Thursday, March 9, and within the next day it was taken over by the Federal Deposit Insurance Corporation (FDIC). While Wespath acknowledges that these unexpected events could have adverse near-term impacts, we remain steadfast in our belief the U.S. and world economies have been—and will continue to be—resilient in the face of near-term setbacks.
Bank Industry Volatility: Video Update from Wespath
Wespath’s Joe Halwax, Managing Director of Institutional Investment Services, and Dave Zellner, Chief Investment Officer, discuss how recent developments at Silicon Valley Bank (SVB), Signature Bank and Credit Suisse are affecting the markets and economy.
Markets at a Glance: February 2023
Wespath’s Fred Huang, Senior Investment Analyst, discusses Core PCE, the U.S. Federal Reserve’s preferred gauge of inflation, as well as recent jobs data, equity and bond market performance, and U.S. household debt reaching a record level in the fourth quarter of 2022.
The WII Monthly Investment Report details market news, performance highlights and detailed fund metrics.
View The Report
Updates and news on Wespath company news, funds, shareholder engagement and advocacy.
White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more.
This report details our latest work on climate action, our COVID-19 response, and engagements on human rights and opioid accountability.
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