Quarterly Investor Letter: Q1 2025
Wespath’s quarterly letter for institutional investors provides pertinent market and fund information, plus insights from members of our investment team. For the first quarter of 2025, we explore the pullback in U.S. stocks and the market’s reaction to tariff announcements. We also highlight how Wespath develops custom client portfolios based on the unique needs and objectives of the organizations we serve!
The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.
Markets at a Glance Video: Q1 2025
Wespath Managing Director of Investment Management Frank Holsteen reviews market and economic activity from the first quarter of 2025, including how many of the trends in recent quarters came to a halt and how tariffs created uncertainty.
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.
