skip to main content

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 February 2023.


Markets at a Glance: February 2023

Wespath’s Fred Huang, Senior Investment Analyst, discusses Core PCE, the U.S. Federal Reserve’s preferred gauge of inflation, as well as recent jobs data, equity and bond market performance, and U.S. household debt reaching a record level in the fourth quarter of 2022.

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.