The Georgia United Methodist Foundation is pleased to provide you with this exclusive Investment Quarterly Review. The Foundation is the exclusive distributor of the I Series of the Wespath Institutional Investments (Wespath) funds to Methodist entities within the State of Georgia.
Wespath Market and Fund Performance¹
- Fund Performance: Net-of-Wespath fees performance through December 31, 2023, is available here. Wespath’s December Monthly Investment Report covers fund performance, as well as the latest market and economic developments. The report is available here.
- Q4 Market Takeaways: Joe Halwax, Wespath Managing Director, Institutional Investment Services, and Rashed Khan, Wespath Director, Portfolio Risk and Analytics, provide their insights on the top stories from Q4 and 2023—covering everything from the dominance of the “Magnificent 7” to why continued calls for a recession are starting to sound like a Taylor Swift concert, and much more. They also highlight a few key themes for 2024.
- Q4 Market Review Video: Frank Holsteen, Wespath Managing Director, Investment Management, discusses the top stories from financial markets in Q4 and throughout 2023—including the performance of U.S. stocks and bonds, the influence of the top mega-cap stocks, and what investors might expect to see as the Federal Reserve nears the end of its rate-hiking cycle.
An Exciting Time to Be a Lender?
Investing in fixed income assets like bonds is often considered a relatively safe haven for investors. But the market has been quite volatile in recent years. With this in mind, Wespath recently published a trio of blog posts on fixed income investments to share its team’s insights.
- Exploring the Fixed Income Market: Connie Christian, Wespath Manager, Fixed Income, began the series by exploring recent volatility in the bond market and the ensuing opportunities that have emerged.
- Exploring the Private Credit Market: The second post highlights opportunities in private credit. Piotr Chwala, Wespath Manager, Private Markets, explains the rise of private credit and why Wespath feels private credit benefits its funds.
- Exploring Diversified Bond Funds: The final post from Evan Witkowski, Wespath Manager, Institutional Relationships, explains the advantages of actively managed diversified bond funds.
Thought Leadership on Wespath’s Investment Insights Blog
- Tech Wars, Real Estate Troubles and More: Understanding Developments in the Chinese Economy: Between tech wars, real estate troubles and more, news about the Chinese economy has been cause for concern for months. In this blog post, Myles Smith, Wespath Investment Analyst, Investment Management, provides an overview on these issues and details how they have impacted investments.
¹ Historical returns are not indicative of future results. The Wespath investment funds are neither insured nor guaranteed by the government. For more information about the funds, please see the Wespath Investment Funds Description – I Series.
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Wespath Institutional Investments is located at 1901 Chestnut Ave., Glenview, IL 60025.