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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 2022.


Markets at a Glance: April 2022

Mark Warren, CFA, Manager, Public Equities, provides a video update on the markets, including mixed tech earnings results, declines in stock and bond markets and a 1.4% drop in Q1 GDP.

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.