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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 August 2023.


Markets at a Glance: August 2023

Wespath’s Sylvia Poniecki, Director of Impact Investments, recaps a turbulent month for stocks in August and then examines housing affordability in the U.S. Unfortunately, the American dream of owning a home is becoming increasingly out of reach for many. It is also difficult for many to find affordable rental options. Sylvia explains why housing affordability affects the economy and how Wespath is working to address the issue.

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.

Markets at a Glance Video Archive