Click here to read the full blog.    Managing Director, Institutional Investment Services Through the first quarter of 2024, U.S. economic data has remained somewhat strong. U.S. stocks have continued to climb higher, led by growth and technology names. The S&P 500 returned 10.6% in the first quarter, touching a new high of 5,245 at the end of March ..read more

If stocks traditionally provide the highest expected returns, why shouldn't you invest your entire portfolio in them? Frank Holsteen, Wespath's Managing Director of Investment Management, examines this question in our latest blog. Click here to read the full blog ..read more

Click here to read the full blog.    Director, Portfolio Risk and Analytics ..read more

Click here to read the full blog.    Managing Director, Institutional Investment Services ..read more

The third in our three-part series on the state of fixed income investments explains the advantages of actively managed diversified bond funds. Click here to read the full blog ..read more

The second in our three-part series on the state of fixed income investments explains the rise of private credit and details why we feel private credit benefits our funds. Click here to read the full blog ..read more

We’re kicking off our three-part series on the state of fixed income investments by exploring recent volatility in the bond market and the ensuing opportunities. Click here to read the full blog ..read more

For months now, news about the Chinese economy has been cause for concern. Disinflation, muted consumer spending, slowing foreign investment, a resurging real estate crisis and lower-than-expected consumer growth have all come to the forefront this year. In the event you haven’t followed all the developments or have only seen the headlines, we’ll provide a primer on these issues and then see how they have impacted Wespath’s investments. Click here to read the full blog ..read more

John Wesley provided countless lessons that are relevant to us as investors and partners in mission. Over the years, these expressions have evolved and been combined into the popular phrases we know today. Click here to read the full blog ..read more

Click here to read the full blog.    Managing Director, Institutional Investment Services ..read more