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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 2023 - Full Webinar and Segments

Full Q4 Investment Insights Webinar

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

Q4 Webinar: Market Update

Johara Farhadieh and Frank Holsteen discuss the impressive performance of equities and bonds in Q4, concentration in the Magnificent 7 stocks and more.

Q4 Webinar: Economic Update

Dave Zellner reviews the optimism stemming from Q4’s economic activity and highlights a few economic headwinds investors may face this year.

Q4 Webinar: Fund Update

Karen Manczko provides a Q4 performance summary, including a review of specific contributors and detractors to fund performance.

Q4 Webinar: Sustainable Investment Update

Lucas Schoeppner updates viewers on Wespath’s work on methane emission reduction initiatives and shareholder engagement.

Third Quarter 2023 - Full Webinar and Segments

Full Q3 Investment Insights Webinar

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

Q3 Webinar: Meet Johara Farhadieh

During Q3 we welcomed our new Deputy Chief Investment Officer, Johara Farhadieh! Learn what inspires her, what she is most proud of, what drew her to Wespath and more in this Q&A.

Q3 Webinar: Market Update

Joe Halwax discusses the mixed signals seen throughout the markets—higher-than-estimated GDP growth, stubbornly high inflation, historic stock market concentration, concerns abroad and more.

Q3 Webinar: Economic Update

Dave Zellner discusses the impact of international conflict, a resilient U.S. economy (in part thanks to Taylor Swift), student loan debt repayment, a robust jobs environment and more.

Q3 Webinar: WII Fund Update

Karen Manczko provides a Q3 performance summary, including a review of specific contributors and detractors to fund performance.

Q3 Webinar: Impact Investments Update

Sylvia Poniecki delves into Wespath's latest impact investments activity and highlights the great work being done at a recent Positive Social Purpose Lending Program property.

Second Quarter 2023 - Full Webinar and Segments

Full Q2 Investment Insights Webinar (40 minutes)

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

Q2 Webinar: WII Fund Update (9 minutes)

Karen Manczko provides a Q2 performance summary, including a review of specific contributors and detractors to fund performance.

Q2 Webinar: Market Update (6 minutes)

Joe Halwax discusses the mixed signals seen throughout the markets—from the dominance of growth stocks and the “Super 7” mega-caps, to the decline of commodities, uncertain economic signals, the impact of artificial intelligence, and more.

Q2 Webinar: Sustainable Investment Update (7 minutes)

Jake Barnett provides a debrief of the 2023 proxy voting season, including a breakdown of this year’s voting trends and examples of success in Wespath focus areas like opioid accountability.

Q2 Webinar: Economic Update (15 minutes)

Dave Zellner discusses GDP growth predictions and consumer confidence, as well as the impact of artificial intelligence and the Super 7 stocks. He also details the “mixed bag” that was international markets in Q2.

First Quarter 2023 - Full Webinar and Segments

Full Q1 Investment Insights Webinar (44 minutes)

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

Economic Update for Q1 2023 (18 minutes)

Dave Zellner discusses lower inflation data, the impact of housing on the Consumer Price Index and the resilience of the U.S. job market. He also talks about his optimism regarding the severity of a potential recession.

WII Fund Update for Q1 2023 (9 minutes)

Karen Manczko provides a mostly positive Q1 performance summary, including a review of specific contributors and detractors to fund performance.

Market Update for Q1 2023 (7 minutes)

In his latest market update, Joe Halwax discusses the second-consecutive quarter of positivity for both stocks and bonds, the impact of inflation, the banking crisis, Fed action and more.

Impact Investment Update for Q1 2023 (7 minutes)

Trent Sparrow discusses what impact investing is, explains its rapid growth, highlights challenges facing this style of investing, and details the successes of Wespath’s impact investment strategies.

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.