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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 August 2023.

Additional Monthly Investment Reports are available in the archive below.

Markets at a Glance - August 2023

Wespath’s Sylvia Poniecki, Director of Impact Investments, recaps a turbulent month for stocks in August and then examines housing affordability in the U.S. Unfortunately, the American dream of owning a home is becoming increasingly out of reach for many. It is also difficult for many to find affordable rental options. Sylvia explains why housing affordability affects the economy and how Wespath is working to address the issue.

Monthly Investment Report Archive

Markets at a Glance Video Archive