By Joe Halwax CAIA, CIMA
Managing Director, Institutional Investment Services
While there are very few guarantees in the financial markets, through the first six months of 2024, things are looking fairly positive for investors. The U.S. economy remains resilient, and market leaders like Nvidia keep chugging along. What else is driving returns so far this year? What should we be watching in the coming months? Wespath’s Joe Halwax answers these questions, and more, in our latest blog.
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By Chirag Acharya
Manager, Sustainable Investment Stewardship
Lucas Schoeppner
Senior Analyst, Sustainable Investment Stewardship
June 17, 2024
Proxy voting refers to casting ballots as a shareholder on corporate governance-related matters at the annual general meetings (AGMs) of the companies in which we invest. All shareholders have the right to participate in AGMs and vote on a variety of corporate governance topics. It’s not typically as dramatic as it’s been depicted on shows like Succession, but it’s no doubt an important element of making our voices heard as an investor.
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By Andy Hendren
General Secretary and Chief Executive Officer
May 22, 2024
Just a few short weeks after returning home from General Conference, the governing convention and legislative body of The United Methodist Church (UMC), I’m still filled with excitement about Wespath’s support of a renewed, aligned and inclusive Church.
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By Joe Halwax, CAIA, CIMA
Managing Director, Institutional Investment Services
April 2, 2024
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.
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By Frank Holsteen
Managing Director, Investment Management
March 18, 2024
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.
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By Joe Halwax, CAIA, CIMA
Managing Director, Institutional Investment Services
March 4, 2024
Technology-fueled excitement is once again driving a remarkable runup in stocks. But is today’s “Magnificent 7” domination really the same as the dot-com bubble of the early 2000s? In our latest blog, Wespath’s Joe Halwax digs into the characteristics of each era, shares his thoughts on what makes the Magnificent 7 different, and highlights why the real question might be which opportunities will emerge from the rest of the stock market.
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By Joe Halwax, CAIA, CIMA
Managing Director, Institutional Investment Services
and Rashed Khan
Director, Portfolio Risk and Analytics
January 2, 2024
In our latest blog, Wespath’s Joe Halwax and Raj Khan 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. Joe and Raj also highlight a few key themes for 2024 to get your New Year started off right!
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By Joe Halwax, CAIA, CIMA
Managing Director, Institutional Investment Services
and Myles Smith
Investment Analyst
December 18, 2023
We reached out to several Wespath colleagues with the same set of five questions to learn how they make the most of the holidays and to find out about some of their new, exciting experiences in 2023. We hope you enjoy learning more about the people behind the Wespath funds—and maybe get inspired to try something new in the process.
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