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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: Q3 2024

Wespath Managing Director of Investment Management Frank Holsteen reviews market and economic activity from the third quarter of 2024, including the delicate balancing act the U.S. Federal Reserve faces to help stabilize inflation around 2% per year, while maintaining a healthy jobs market.


Investment Report Archive