Dave Zellner
Chief Investment Officer
March 24, 2023
Wespath holds meaningful allocations to international securities—stocks and bonds from companies based outside the U.S.—across our investment platform. Despite the recent underperformance of these assets, we find several reasons to maintain our conviction in the value of global diversification.
Click here to read the full blog.
By Joe Halwax, CAIA, CIMA
Managing Director, Institutional Investment Services
and
Dave Zellner
Chief Investment Officer
March 14, 2023
Last week the United States suffered the second largest bank failure in its history. Amid a run on deposits, Silicon Valley Bank (SVB) lost 60% of its market value on Thursday, March 9, and within the next day it was taken over by the Federal Deposit Insurance Corporation (FDIC). While Wespath acknowledges that these unexpected events could have adverse near-term impacts, we remain steadfast in our belief the U.S. and world economies have been—and will continue to be—resilient in the face of near-term setbacks.
Click here to read the full blog.
By Joe Halwax, CAIA, CIMA
Managing Director, Institutional Investment Services
February 24, 2023
Should investors we worried about the debt ceiling debate? Could a “trillion-dollar” coin be a real solution? Wespath’s Joe Halwax answers these questions and more in our latest blog.
Click here to read the full blog.
To receive this chart each week via our Wespath Market Update e-mail, please contact our team at [email protected].
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.
