Quarterly Investor Letter: Q3 2025
Despite sticky inflation and cooling labor data, Q3 delivered robust returns for stocks and bonds. Wespath’s latest Quarterly Investor Letter breaks down market performance, Fed policy shifts and other key headlines. CIO Johara Farhadieh and the investment team also highlight our latest fund launch, the release of our Sustainable Investment Report and more news from inside Wespath.
The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.
Markets at a Glance Video: Q2 2025
Wespath Managing Director of Investment Management Frank Holsteen discusses Q2 2025 market performance, highlighting how the S&P 500 and the Nasdaq Composite indexes both reached new all-time closing highs despite significant volatility.
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