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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: May 2020

Additional Monthly Investment Reports are available in the archive below.


Markets at a Glance: May 2020

Rashed Khan, Wespath's Director of Portfolio Risk and Analytics, discusses events that impacted the financial markets during May 2020.


Monthly Investment Report Archive