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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.

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: October 2019


Video: Markets at a Glance - October 2019

In our Markets at a Glance recap, Sylvia Poniecki, the Director of Wespath’s Positive Social Purpose Lending Program, reports on the key factors driving markets during October 2019.

Monthly Investment Report Archive