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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 December 2022.

Additional Monthly Investment Reports are available in the archive below.

Q4 Market Takeaways and 2022 Review

Managing Director of Investment Management Frank Holsteen recaps the major investment news from Q4, reviews key themes from 2022, and shares the important factors investors will be watching in 2023.


Monthly Investment Report Archive