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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: October 2019

Additional Monthly Investment Reports are available in the archive below.


Markets at a Glance: October 2019

In our Markets at a Glance recap, Sylvia Poniecki, Director of Wespath’s Positive Social Purpose Lending Program, reports on the key factors driving markets during October 2019.


Monthly Investment Report Archive