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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 April 2023.


Markets at a Glance: April 2023

Amy Bulger, Director of Private Markets, explains how the U.S. debt ceiling debate is creating unprecedented volatility in the U.S. Treasury market. She also discusses the U.S. economy slowing in the first quarter of 2023, inflation cooling a bit and a positive month for markets in April 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.