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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 October 2022.


Markets at a Glance: October 2022

Investment Analyst Myles Smith discusses October's U.S. market rebound, Q3 U.S. GDP growth, and persistent inflation. In the Chart of the Month he reviews the disappointing YTD performance of tech giants like Amazon and Apple.

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.