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The Monthly Investment Report focuses on recent events impacting the financial markets. Written by Chief Investment Officer Dave Zellner 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 March 2024.

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

Markets at a Glance: Q1 2024

Wespath Managing Director of Investment Management Frank Holsteen discusses the top stories from financial markets in Q1 2024 —including the performance of U.S. and international stocks, an update on the "Magnificent 7," and what investors might expect to see as the Federal Reserve nears the end of its rate-hiking cycle.