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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:
Q1 2024

Wespath Managing Director of Investment Management Frank Holsteen discusses the top stories from financial markets in Q1 2024 —including the performance of U.S. and international stocks, an update on the "Magnificent 7," and what investors might expect to see as the Federal Reserve nears the end of its rate-hiking cycle.

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.