The Wespath Market Update is produced weekly and provides information for institutional investors on the economy and financial markets.

Holiday Wishes To You and Yours!

We thank you for your valued partnership and wish you peace, happiness, love and friendship—during this holy season and in the year ahead. Merry Christmas!

Key Steps to Balancing Investment Returns and Spending

Read the next piece in our Fiduciary Focus educational series, “Spending Policies for Endowments and Foundations.”

In this paper we shares insights on the different types of spending policies to help investment decision makers find the right balance between performance objectives and annual spending. Read now.

Insights From Our Investment Managers

J.P. Morgan: Market Recap

BlackRock: Weekly Commentary

Market Performance Summary

Shares key interest rates and a weekly summary of equity, fixed income, commodities, and sector performance.

For more information please contact our team at investmentinfo@wespath.org.