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The Wespath Institutional Investments Monthly Investment Report highlights recent events that impacted the financial markets. Written by Chief Investment Officer Dave Zellner, the report also provides a snapshot of monthly investment performance.

Read the latest report for December 2022.


Q4 Market Takeaways and 2022 Review

Managing Director of Investment Management Frank Holsteen recaps the major investment news from Q4, reviews key themes from 2022, and shares the important factors investors will be watching in 2023.

Monthly Investment Report Archive


Monthly Investment Reports published prior to 2019 were created under the Wespath Investment Management brand name. Upon the January 2019 launch of Wespath Institutional Investments, the Wespath Investment Management brand name was discontinued.