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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 February 2024.

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

Markets at a Glance: February 2024

Wespath’s Trent Sparrow, Manager of Impact Investments, highlights two drivers of the strong start to 2024 for U.S. stocks: inflation and enthusiasm about artificial intelligence. One reason for excitement is Sora, OpenAI’s new text-to-video technology. Trent also explains why AI is raising concerns about misuse and misinformation.