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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 June 2024.

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

Markets at a Glance: Q2 2024

Wespath Managing Director of Investment Management Frank Holsteen discusses Q2 market performance—including the continued dominance of Nvidia and other technology stocks, the rising cost of home ownership and recent meme stock popularity.