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Why Does Wespath Invest in International Companies?

Dave Zellner portrait photo

   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.

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Silicon Valley Bank's Failure Reinforces Importance of Long-Term Investment Plan

Joe Halwax portrait photo

   By Joe Halwax, CAIA, CIMA
   Managing Director, Institutional Investment Services
 
   
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Dave Zellner portrait photo

   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.

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Should Investors Be Worried About the Debt Ceiling Debate?

Joe Halwax portrait photo

   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.

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