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Wespath is adopting the Bloomberg U.S. Aggregate Index as the new benchmark for its Fixed Income Fund and Social Values Choice Bond Fund, enhancing transparency and aligning with industry standards. Hear from Connie Christian (Manager, Fixed Income) and Myles Smith (Investment Analyst) about how this shift empowers investors to better evaluate performance without changing the funds’ core strategies in their latest blog.
The U.S. has long dominated global equity markets. However, a strong start to the year from international stocks suggests that may be changing. In Wespath’s latest Investment Insights blog, Joe Halwax and Raj Khan examine this shift, its causes, and whether it may be a temporary pause or rather a fundamental shift away from U.S. exceptionalism.
We understand recent market volatility due to tariff announcements and rising trade tensions can feel unsettling. In this message from Wespath’s CIO, Johara Farhadieh reflects on the impact of these market events and shares a reminder on the enduring principles of long-term investing.
We understand that the transformative shifts in trade policy highlight the critical importance of portfolio diversification. The evolving global landscape—with its dynamic trade relations and rapidly changing policy environments—strengthens our commitment to constructing diversified investment portfolios that can endure various scenarios.
