Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

Third Quarter 2018 Market Commentary

The third quarter began with very strong corporate earnings reports and the vast majority of public companies beating consensus earnings estimates. Operating earnings on S&P 500 companies were up 8% during the first quarter of 2018 and showed 6% growth during the second quarter. Economic data continues to be strong, including the largest increase in real GDP in four years at 4.2%.

» more
   

  August 2018 Monthly Market Commentary

Domestic equity markets were positive in August as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index returned 3.51% and 3.26%, respectively. Market volatility increased slightly as the CBOE Volatility Index (VIX) ended the month at 12.86, an increase from its July close of 12.83.

» more
   

  Second Quarter 2018 Market Commentary

Volatility has returned this year but is in line with long-term historical figures. Although there have been more up days than down during 2018, the daily losses have been more substantial. The average daily loss has been approximately 34% greater than the average daily gain, a spread not seen in more than a decade. Trade and tariffs continued to help drive markets this spring, as did increased anti-euro sentiment in Italy. Strong gains in personal income and consumer spending during the second quarter have left room for optimism.

» more
   

  First Quarter 2018 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was down -0.76% for the first quarter of 2018. This marks only the second negative quarter in nearly six years. Market volatility returned after a tranquil 2017. While the market never experienced a daily loss of 2% or more last year, there were five such down days during the first quarter of 2018, including a 4% loss in early February. 

» more
   

  February 2018 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were negative in February, as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index both fell -3.69%. Market volatility picked up significantly in February, as the CBOE Volatility Index (VIX) ended the month at 19.85, an increase from its January close of 13.54.

» more
   

  January 2018 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets continued to be positive in January, as the Wilshire 5000 Total Market IndexSM returned 5.25% and the S&P 500 Index advanced 5.73%. Market volatility picked up significantly in January, as the CBOE Volatility Index (VIX) ended the month at 13.54, an increase from its December close of 11.04.

» more
   

  Fourth Quarter 2017 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 6.39% for the fourth quarter of 2017. This marks the ninth consecutive year of positive gains for the broad U.S. equity market. Several factors contributed to this success, including a rebound in global economic growth and continued strength domestically. Investors also responded positively to the largest overhaul of the U.S. tax system in 30 years. 

» more
   
123456789

Join Us for our Quarterly Market Update Webinar

Thursday, October 25, 2018, 1pm (PT)