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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 April 2024.

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

Markets at a Glance: April 2024

Wespath’s Jon Strieter—Senior Analyst, Impact Investments—explores growing concerns about "stagflation" in response to the latest U.S. economic growth and inflation data. Jon also highlights the compounding factors behind housing affordability challenges in the U.S.