Full Webinar
Watch as our investment team recaps the third quarter’s investment activity and economic trends.
Q3 Investments Insights Webinar: Welcome and Organizational Update
Joe Halwax highlights the latest news and content from Wespath.
Q3 Investment Insights Webinar: Market and Fund Update
Karen Manczko and Joe Halwax discuss key factors influencing the markets and provide a Q3 fund performance summary.
PSP Program Update: A Visit to a Local Affordable Housing Property!
Johara Farhadieh, Sylvia Poniecki and Trent Sparrow discuss Wespath’s Positive Social Purpose (PSP) Lending Program and how it works to address the housing affordability crisis in the U.S.
Q3 Investments Webinar: Will the Upcoming Election Impact US Markets?
Frank Holsteen, Hoa Quach and Raj Khan dive deep into the upcoming U.S. presidential election and its potential impact on financial markets.
Q2 Investment Insights Webinar
Watch as our investment team recaps the second quarter’s investment activity and economic trends.
In Conversation With Dave and Johara: Wespath’s Investment Philosophy, Fund Performance and More
Dave Zellner and Johara Farhadieh discuss Wespath’s investment philosophy and the inevitable highs and lows of investing over the long-term.
Market and Fund Update
Karen Manczko and Joe Halwax discuss key factors influencing the markets and provide a Q2 fund performance summary.
Much Ado About Oreos: A Proxy Voting Case Study at Mondelēz
Chirag Acharya recaps Wespath’s proxy voting season and recent shareholder engagement efforts with Mondelēz.
Meet Hoa Quach, Wespath’s Director of Public Markets
Hoa Quach discusses her new role as Wespath’s Director of Public Markets.
Reflecting on CIO Dave Zellner’s Career at Wespath
Dave Zellner and his colleagues reflect on key points in his 27-year career as Wespath’s Chief Investment Officer.
Full Q1 2024 Investment Insights Webinar
Watch as our investment team recaps the fourth quarter's investment activity and economic trends.
Market and Fund Update
Karen Manczko and Joe Halwax discuss key factors influencing the markets and provide a Q1 fund performance summary.
Economic Update with Dave Zellner
Joe Halwax and Dave Zellner examine the surprising strength of the U.S. economy and the difficult economic landscape throughout the world.
AI Opportunities Outside the "Magnificent 7"
Wespath's Johara Farhadieh and DGI CIO Rob Nicoski discuss artificial intelligence opportunities outside of the Magnificent 7 stocks.
Proposed SEC Changes and Fund Expansion
Lucas Schoeppner details the SEC's new proposed rules on climate reporting and Wespath's expansion of the Social Values Choice suite of funds.
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.
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: WBI 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.
Full Q2 Investment Insights Webinar (40 minutes)
Watch as our investment team recaps the second quarter’s investment activity and economic trends.
Q2 Webinar: WBI 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.
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.
WBI 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.
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.
WBI 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.
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.
WBI 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.
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.
WBI Fund Update for Q2 2022 (12 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.