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Monthly Investment Report

This report highlights recent events that impacted the financial markets. Written by Chief Investment Officer Johara Farhadieh, 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 Johara Farhadieh, the report also provides a snapshot of monthly investment performance.

Markets at a Glance:
July 2024

Wespath's Connie Christian—Manager of Fixed Income—reviews market and economic activity from July 2024, including strong performance from small- and mid-cap stocks.

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.