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Monthly Investment Report

This 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.

Monthly Investment Report

This 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.

Markets at a Glance:
February 2024

Wespath’s Trent Sparrow, Manager of Impact Investments, highlights two drivers of the strong start to 2024 for U.S. stocks: inflation and enthusiasm about artificial intelligence. One reason for excitement is Sora, OpenAI’s new text-to-video technology. Trent also explains why AI is raising concerns about misuse and misinformation.

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.