Knowledge Center

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

  July 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in July, as the Wilshire 5000 Total Market IndexSM returned 3.93% and the S&P 500 Index returned 3.69%. Market volatility decreased in July, with the CBOE Volatility Index (VIX) ending the month at 11.87, down from 15.63 at the end of June 2016. Performance across GICS sectors was mixed for the month, with the Information Technology and Materials sectors leading the group, returning 7.79% and 5.64%, respectively. On the other hand, Energy was the worst performing sector in July, falling -1.99%.

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  Investment Strategy Update, July 2016

Despite a turbulent start to 2016, global securities markets have shrugged off geopolitical concerns, slower economic growth, and a deterioration in earnings, delivering compelling returns for investors. Our analysis of the macroeconomic landscape continues to indicate slower economic growth and limited inflation, and we foresee potential economic headwinds resulting from “Brexit,” the vote by the U.K. to leave the European Union.  » more
   

  Second Quarter 2016 Market Commentary

GDP: Real GDP growth continued to slow during the first quarter of 2016, expanding 1.1% on an annualized basis. Weak business spending continues to act as a drag on growth as private investment shrank for the third quarter in a row. The U.S. actually exported more goods and services despite the strong dollar, adding to growth. Consumer spending continues to be the main point of strength in the economy, although government spending grew for the fourth straight quarter.

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  May 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in May, as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index both returned 1.80%. Market volatility decreased in May, with the CBOE Volatility Index (VIX) ending the month at 13.94, down from 15.70 at the end of April. Performance across GICS sectors was mixed for the month, with the Information Technology and Health Care sectors leading the group, returning 5.44% and 2.51%, respectively. In a reversal from last month, Energy was the worst performing sector in May, falling -0.74%.

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Investment Strategy Update, April 2016

It’s been a tumultuous start to 2016, as the actions of global central bankers and comments by political leaders of oil producing nations have fueled dramatic price swings across all assets and markets. Uncertainty continues to plague markets as investors have been rattled by a collapse in commodity prices, signs of stress in the global economy, a deteriorating earnings growth outlook, heightened geopolitical risk, and the questionable direction of monetary policy.

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First Quarter 2016 Market Commentary

GDP: Real GDP growth continued to slow during the fourth quarter of 2015, expanding 1.4% on an annualized basis. Economic growth for the entire year was equal to 2.4%, the same growth rate as 2014. One concerning trend from 2015 is a weakening in business spending. Fixed investment has been slowing and businesses are being cautious about adding to inventory. Personal consumption remains strong and accounted for nearly all of the growth during the fourth quarter.

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  February 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were modestly down in February, as the Wilshire 5000 Total Market IndexSM returned -0.05% and the S&P 500 Index returned -0.13%. Market volatility increased slightly in February, with the CBOE Volatility Index (VIX) ending the month at 20.55, up from 20.20 at the end of January 2015.

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  January 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were negative in January, as the Wilshire 5000 Total Market IndexSM returned -5.46% and the S&P 500 Index returned -4.96%. Market volatility increased in January, with the CBOE Volatility Index (VIX) ending the month at 20.20, up from 18.21 at the end of December.

 

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  Investment Strategy Update, Fourth Quarter 2015

Our Reflections on 2015—Unrewarded Risk Some investors believe in the “January Indicator,” on the basis that January portends the performance of markets for the remainder of the year. This premise held true in 2015, which began with a rather tumultuous month, fueling a gradual increase in equity market volatility from 12.34% to 18.72% at the end of 2015.

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