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Market Takeaways from Q4, Wespath’s 2023 Year-in-Review, and Top Themes for 2024

Joe Halwax portrait photo

   By Joe Halwax, CAIA, CIMA
   Managing Director, Institutional Investment Services
 

 

Rashed Khan portrait photo

   and Rashed Khan
   Director, Portfolio Risk and Analytics
 

  January 2, 2024

In our latest blog, Wespath’s Joe Halwax and Raj Khan provide their insights on the top stories from Q4 and 2023 – covering everything from the dominance of the “Magnificent 7” to why continued calls for a recession are starting to sound like a Taylor Swift concert, and much more. Joe and Raj also highlight a few key themes for 2024 to get your New Year started off right!

Click here to read the full blog.


Wespath Staff Members Share Their Holiday Traditions and What They're Thankful For!

Joe Halwax portrait photo

   By Joe Halwax, CAIA, CIMA
   Managing Director, Institutional Investment Services
 

 

Myles Smith portrait photo

   and Myles Smith
   Investment Analyst
 

  December 18, 2023

We reached out to several Wespath colleagues with the same set of five questions to learn how they make the most of the holidays and to find out about some of their new, exciting experiences in 2023. We hope you enjoy learning more about the people behind the Wespath funds—and maybe get inspired to try something new in the process.

Click here to read the full blog.


An Exciting Time to Be a Lender? Exploring Diversified Bond Funds in 2023

Evan Witkowski portrait photo

   By Evan Witkowski, CIPM
   Manager, Institutional Relationships
 
   December 4, 2023

The third in our three-part series on the state of fixed income investments explains the advantages of actively managed diversified bond funds.

Click here to read the full blog.


An Exciting Time to Be a Lender? Exploring the Private Credit Market in 2023

Piotr Chwala portrait photo

   By Piotr Chwala
   Manager, Private Markets
 
   November 27, 2023

The second in our three-part series on the state of fixed income investments explains the rise of private credit and details why we feel private credit benefits our funds.

Click here to read the full blog.


An Exciting Time to Be a Lender? Exploring the Fixed Income Market in 2023

Connie Christian portrait photo

   By Connie Christian, CFA
   Manager, Fixed Income
 
   November 16, 2023

We’re kicking off our three-part series on the state of fixed income investments by exploring recent volatility in the bond market and the ensuing opportunities.

Click here to read the full blog.


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