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The Investment Insights webinar includes investment updates on the quarter, including the factors driving market and fund performance, key economic indicators and their potential implications, and our latest sustainable investment initiatives.

Fourth Quarter 2022 - Full Webinar and Segments

Full Q4 Investment Insights Webinar (45 minutes)

Watch as our investment team recaps the fourth quarter’s investment activity and economic trends.

Economic Update for Q4 2022 (15 minutes)

After finally easing in Q4, Dave Zellner discusses what investors and consumers alike can anticipate from inflation during 2023. In his update Dave also discusses deflationary effects of persistently high shelter costs and depleted consumer savings, anemic corporate growth expectations, and the impact of mega-cap stock struggles.

WII Fund Update for Q4 2022 (13 minutes)

Karen Manczko provides a performance summary, shares comments from our equity managers and explains why we are confident in our long-term investment approach going into the new year.

Market Update for Q4 2022 (8 minutes)

In his latest market update, Joe Halwax discusses: the long-awaited easing of inflation, the decline of the U.S. dollar in Q4, the difficult correlation stocks and bonds experienced in 2022, and more.

Sustainable Investment Update for Q4 2022 (7 minutes)

Jake Barnett recaps his international travel throughout Q4 and discusses the significance of face-to-face connection in professional relationships.

Third Quarter 2022 - Full Webinar and Segments

Full Q3 Investment Insights Webinar (48 minutes)

Watch as our investment team recaps the third quarter’s investment activity and economic trends.

Economic Update for Q3 2022 (18 minutes)

With aggressive Fed action, persistent inflation, slow global growth, and constant recession chatter, 2022 has been a difficult year for consumers and investors alike. In his Q3 update, Dave Zellner discusses these “unique challenges,” yet voices hope for, and belief in, an eventual market recovery and new highs.

WII Fund Update for Q3 2022
(11 minutes)

The impact of historic levels of inflation, aggressive Fed action and overall asset manager stock selection had a large impact on third quarter performance. Karen Manczko explains why we remain confident in our disciplined, long-term investment approach.

Market Update for Q3 2022 (10 minutes)

Joe Halwax details themes driving the recent volatility in markets: recession discussions, aggressive Fed action, and global events.

Sustainable Investment Update for Q3 2022 (6 minutes)

The term ESG is creating quite the controversy. In this sustainable investment update, Jake Barnett discusses reasons for the contention and why Wespath disagrees.

Second Quarter 2022 - Full Webinar and Segments

Full Q2 Investment Insights Webinar (48 minutes)

Watch as our investment team recaps the second quarter’s investment activity and economic trends.

Economic Update for Q2 2022 (20 minutes)

With negative GDP growth, a strong job market and soaring inflation, it’s difficult to understand what the future may hold. In this economic update, Dave discusses how these factors are affecting consumer sentiment, stock valuations and Fed policy.

WII Fund Update for Q2 2022
(13 minutes)

The impact of historic levels of inflation, recent Fed action and asset manager stock selection had a large impact on second quarter fund performance. Evan Witkowski explains why we remain confident in our disciplined, long-term investment approach.

Market Update for Q2 2022
(7 minutes)

Joe Halwax details themes driving the recent volatility in markets: soaring inflation, recession fears, rising interest rates and the resulting stock and bond market performance.

Sustainable Investment Update for Q2 2022 (5 minutes)

Director of Sustainable Investment Stewardship Jake Barnett details how we are working towards a sustainable economy informed by engagement with our stakeholders, discusses a shareholder resolution we filed with Caterpillar, and speaks to recent thought leadership which has generated media attention.

First Quarter 2022 - Full Webinar and Segments

Full Q1 Investment Insights Webinar

Watch as our investment team recaps the first quarter’s investment activity and economic trends.

Economic Update for Q1 2022 (20 minutes)

Chief Investment Officer Dave Zellner discusses the culmination of high inflation, increasing Fed intervention, above-average consumer spending and global market volatility and uncertainty.

WII Fund Update for Q1 2022
(11 minutes)

The impact of market volatility, historic levels of inflation, and overall asset manager stock selection had a large impact on first quarter performance. Karen Manczko explains why we remain confident in our disciplined, long-term investment approach.

Market Update for Q1 2022
(8 minutes)

Following a volatile start to the year, Joe Halwax provides a market update on soaring inflation, rising interest rates and global repercussions from the conflict in Ukraine.

Sustainable Investment Update for Q1 2022
(5 minutes)

In this update Director of Sustainable Investment Stewardship Jake Barnett details new thought leadership recently featured in Bloomberg, discusses our Positive Social Purpose Lending program, and touches on our sustainable investment approach to the humanitarian crisis in Ukraine.

Fourth Quarter 2021 - Full Webinar and Segments

Full Q4 Investment Insights Webinar

Watch as our investment team recaps the fourth quarter’s investment activity and economic trends.

Q&A with the General Secretary and CEO
(6 minutes)

Andy Hendren discusses his new role as General Secretary and CEO, the evolving landscape of the Church and his vision for Wespath.

Economic Update for Q4 2021 (15 minutes)

In this quarter’s economic update, Dave Zellner discusses the S&P 500’s rally, mega-cap valuations and the “question on everyone’s mind” – how long is inflation going to last?

WII Fund Update for Q4 2021
(14 minutes)

The impact of mega-cap stocks and overall asset manager stock selection had a large impact on fourth quarter performance. Karen Manczko explains why we remain confident in our disciplined, long-term investment approach.

Market Update for Q4 2021
(7 minutes)

Joe Halwax details themes driving the markets: COVID – particularly the delta and omicron surges, tightening fiscal policy, regulatory concerns in China and, of course, inflation.

Sustainable Investment Update for Q4 2021
(5 minutes)

Throughout 2021, strides were made in stainability initiatives globally, but the recent COVID surge worsened the gulf in vaccine equity. In our sustainable investment update, analyst Ryan McQueeney discusses the implications of these issues.

Third Quarter 2021 - Full Webinar and Segments

Full Q3 Investment Insights Webinar
(60 minutes)

Watch as our investment team recaps the third quarter’s investment activity and economic trends.

Economic Update
(27 minutes)

Dave Zellner, Chief Investment Officer, explains why the ongoing rapid transformation resulting from COVID is rewriting the economic playbook and hones in on inflation, unemployment, supply-chain challenges, and more.

WII Fund Update
(15 minutes)

Karen Manczko discusses how recent activity across equity and fixed income markets affected our third quarter fund performance.

Market Update
(11 minutes)

Joe Halwax details why the third quarter closed more bearish than it started and examines which areas of the market out- and underperformed during the quarter.

Sustainable Investment Update
(6 minutes)

Chirag Acharya of our Sustainable Investment Stewardship team explains what climate change means to investors, discusses the latest in opioid accountability and human rights engagements, and more.

Second Quarter 2021 - Full Webinar and Segments

Full Q2 Investment Insights Webinar
(36 minutes)

Sustainable Investment Update
(4 minutes)

From tackling the pharmaceutical industry’s role in the opioid crisis to investing in affordable housing, our latest webinar features Jake Barnett—Director of Sustainable Investment Stewardship—discussing our new Sustainable Investment Report.

Market Update
(8 minutes)

Joe Halwax details the primary drivers of the recent economic surge and subsequent rally in asset prices during this second quarter market update.

Fund Review
(9 minutes)

Karen Manczko discusses how trends like the recent shift from growth to value stocks has affected our second quarter fund performance.

Economic Update
(15 minutes)

Dave Zellner, our Chief Investment Officer, explains key economic indicators and their subsequent effects on markets both domestically and internationally.