Previous Investment Insights blog posts are listed from newest to oldest.
April 2, 2024—Q1 Key Takeaways: The Top Market and Economic Storylines of 2024, So Far
March 18, 2024—Why Not Just Invest 100% in Stocks?
March 4, 2024—Are the Magnificent 7 Stocks Creating a New Dot-Com Bubble?
January 2, 2024—Market Takeaways from Q4, Wespath’s 2023 Year-in-Review, and Top Themes for 2024
December 4, 2023—An Exciting Time to Be a Lender? Exploring Diversified Bond Funds in 2023
November 27, 2023—An Exciting Time to Be a Lender? Exploring the Private Credit Market in 2023
November 16, 2023—An Exciting Time to Be a Lender? Exploring the Fixed Income Market in 2023
October 3, 2023—Q3 2023 Market Takeaways and Mid-Year Recap
October 2, 2023—What John Wesley's "3 Simple Rules" Teach Us About Values Aligned Investing
September 25, 2023—New Tool Helps Us Measure the Impact of Our Investments in Public Markets
September 11, 2023—Three Key Factors Affecting Your Non-Profit's Income
July 11, 2023—From SASB to ISSB: Why Investors Need Reliable Sustainability Disclosures
July 5, 2023—Q2 2023 Market Takeaways and Mid-Year Recap
June 15, 2023—Investing in Commodities: Why We Do It, and Why the Market Has Dipped in 2023
May 15, 2023—Updated: Should Investors Be Worried About the Debt Ceiling Debate?
April 27, 2023—Investing in Private Equity: How Do Evergreen Funds Work?
April 3, 2023—Key Takeaways from First Quarter’s Markets
March 24, 2023—Why Does Wespath Invest in International Companies?
March 14, 2023—Silicon Valley Bank's Failure Reinforces Importance of Long-Term Investment Plan
February 24, 2023—Should Investors Be Worried About the Debt Ceiling Debate?
February 13, 2023—WEF Global Risks Report: 3 Takeaways from a Sustainable Investor
January 27, 2023—What's In Wespath's Refreshed "Investment Beliefs" Document?
January 23, 2023—How Sustainability Themes Impact Economic Growth: An Example in Action
January 4, 2023—Q4 Market Takeaways, Wespath's 2022 Year-in-Review, and Key Questions for 2023
December 19, 2022—Start 2023 With Our Favorite Investment Podcasts, Commentary and Twitter Follows!
November 28, 2022—Putting Our Sustainable Economy Framework into Practice
November 18, 2022—Intentions and Reflections from a United Methodist Trip to COP27
November 14, 2022—From Elation to Misery—How Emotions Tempt Investors to Time the Markets
October 10, 2022—Why Investors Should Rethink Cash
October 3, 2022—Key Takeaways from Third Quarter’s Markets
September 22, 2022—"Fed" Up With Inflation, the Fed Continues to Raise Rates
August 26, 2022—Uncovering Investment Talent: An Asset Manager Due Diligence Overview
July 1, 2022—Markets In Review—What Happened in the First Half of 2022
June 27, 2022—Can Negative Sentiment Be a Positive Market Indicator?
June 21, 2022—Why Investors Should Care About Food, Agriculture and Biodiversity
June 6, 2022—Wespath Files Shareholder Resolution Asking Caterpillar to Address Human Rights Risks
May 20, 2022—Solar Power "Electrifying" Low Income Housing Communities
May 9, 2022—Inflation and the 60/40 Portfolio
April 19, 2022—Earth Day 2022: How We "Invest In Our Planet" Toward an Equitable Net-Zero Future
April 4, 2022—Three Considerations for Investors Hiring an OCIO Provider
March 14, 2022—Dude, Where’s My Peloton?
March 7, 2022—How Alternative Investments Can Benefit Your Diversified Portfolio
February 22, 2022—A Personal Connection to Wespath's Values
February 7, 2022—Does Bitcoin Belong in a Traditional Investment Portfolio?
January 18, 2022—Start 2022 With Our Favorite Investment Podcasts, Commentary and Twitter Follows!
January 10, 2022—A History of the U.S. "Debt Ceiling"
January 3, 2022—John Wesley, Improv Comedy, and "Yes And" Values
December 20, 2021—The Fiduciary Case for COVID-19 Vaccine Equity
November 22, 2021—Investing for the Net-Zero Future: Wespath's "Transition Ready" Strategies
November 1, 2021—Climate Change and Wespath: Why COP26 Matters and What We're Doing
October 26, 2021—Affordable Housing Investing and the Low-Income Housing Tax Credit Program
October 1, 2021—What Is Federal Reserve "Tapering" and Why Does It Matter?
August 27, 2021—Risk Management for Institutional Investors: To Avoid, or to Control?
August 16, 2021—IPCC Climate Change Report: Our Answers to Your Questions
June 8, 2021—Should You Be Worried About Inflation Right Now?
June 3, 2021—Recapping the Historic Week for Sustainable Investing in the Oil and Gas Industry
May 24, 2021—What Is a Fiduciary, Anyway?
May 4, 2021—Wespath's Latest Shareholder Engagement on Human Rights Risk
April 21, 2021—Wespath Sets Near-Term Portfolio Carbon Intensity Reduction Targets
March 11, 2021—One Year Later...
February 26, 2021—Paris Agreement Officially in Effect: What It Means for Investors
February 18, 2021—Why Small-Cap Stocks Have Been Outperforming Large Caps
February 5, 2021—Value Investing Isn't Dead, It Just Needs Redefining
January 29, 2021—Reflections on the GameStop Mania from a Long-Term Investor
January 4, 2021—Wespath Commits to "Just Transition" on Climate Change: What You Should Know
November 9, 2020—2020 Election Week Market Observations from the Chief Investment Officer
October 28, 2020—U.S. Elections and the Financial Markets
October 21, 2020—New ESG-Related Regulatory Proposals May Hinder Fiduciary Duties
October 14, 2020—Doing Better, Together: Wespath’s Asset Managers Respond to COVID-19
September 17, 2020—Reflecting on U.S. Wildfires, Climate Action and Sustainable Investing
September 9, 2020—Operation Warp Speed and Investing in Companies Working to Cure COVID-19
August 18, 2020—As ESG Integration Grows, Investors Should Avoid Common Misconceptions
July 28, 2020—The Three Pillars of a Sustainable Global Economy
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