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Monthly Investment Report

This 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.

Monthly Investment Report

This 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.

Markets at a Glance:
January 2024

Wespath's Connie Christian, Manager of Fixed Income, explains how inflation and interest rates once again impacted returns in both the stock and bond markets in January. Market participants have increasingly come to believe the U.S. Federal Reserve increased rates enough to slow economic growth and lower inflation, but not enough to cause a recession.

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.