Knowledge Center

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

  Second Quarter 2017 Market Commentary

Real GDP growth slowed to 1.4% annualized during the first quarter of 2017. This was not much lower than the 1.6% pace set in 2016. Both consumer and business spending contributed to growth. In an encouraging sign, nonresidential fixed investment was up a little more than 10%, thanks in part to increased spending on gas and oil well drilling. A shrinking trade deficit contributed to growth as well, with a contraction in government spending representing the only detractor.

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  April 2017 Monthly Market Commentary

U.S. Economy and Markets

  • Domestic equity markets were positive in April, as the Wilshire 5000 Total Market IndexSM returned 1.05% and the S&P 500 Index returned 1.03%.
  • Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 10.82, a decrease from its March close of 12.37.
  • Performance across GICS sectors was mixed for the month, with the Consumer Discretionary and Information Technology sectors leading the group, returning 2.59% and 2.48%, respectively. On the other hand, the Energy sector was the worst performing sector in April, falling -3.36%.
  • Large cap stocks outperformed their small cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 1.06% and 0.98%, respectively.
  • U.S. manufacturing activity, as measured by the Institute for Supply Management’s PMI, registered 54.8% in April, down from the March reading of 57.2%. Generally, a reading above 50% indicates expansion.
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  First Quarter 2017 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 5.61% for the first quarter of 2017. The market has been trending generally upward for more than a year now, including six straight quarterly gains. Economic releases during the quarter were strong and markets took comfort in both the Federal Reserve’s 0.25% increase in the overnight rate and its accompanying statement. Despite accelerating price increases, the Fed’s forecast for the Fed Funds rate at year-end 2017 was little changed from their December meeting.

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  February 2017 Monthly Market Commentary

Domestic equity markets set multiple record highs in February, as the Wilshire 5000 Total Market IndexSM returned 3.72% and the S&P 500 Index returned 3.97%. Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 12.92, an increase from its January close of 11.99.

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  January 2017 Monthly Market Commentary

Domestic equity markets were positive in January, as the Wilshire 5000 Total Market IndexSM returned 1.78% and the S&P 500 Index returned 1.90%. Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 11.99, a decrease from its December close of 14.04.

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  Fourth Quarter 2016 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 4.54% for the fourth quarter and 13.37% for 2016. This marks the Index’s fifth straight quarterly gain and, more remarkably, eighth straight annual gain. A portion of that “winning streak” is due to a rebound from the global financial crisis selloff. However, the market has continued to produce strong returns after the initial recovery, with a 14% annualized gain over the past four years. Following several rocky months to begin the year, U.S. equities trended upward for the rest of 2016. The fourth quarter benefited from strong economic growth and signs of confidence from the Federal Reserve.

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  November 2016 Monthly Market Commentary

Domestic equity markets were positive in November, as the Wilshire 5000 Total Market IndexSM returned 4.56% and the S&P 500 Index returned 3.70%. Market volatility decreased in November, with the CBOE Volatility Index (VIX) ending the month at 13.33, down from 17.06 at the end of October.

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