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The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Johara Farhadieh and members of Wespath's Investment Management team, the report also provides a snapshot of Wespath's monthly investment performance.

Read the latest report for August 2024.

Previous Monthly Investment Reports are available in the archive accessible at the bottom of this page.

Markets at a Glance Video: Q1 2025​

Wespath Managing Director of Investment Management Frank Holsteen reviews market and economic activity from the first quarter of 2025, including how many of the trends in recent quarters came to a halt and how tariffs created uncertainty.​


Investment Report Archive