Knowledge Center

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

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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Fourth Quarter 2015 Market Commentary

Economic Highlights: Real GDP growth slowed during the third quarter of 2015, expanding 2.0% on an annualized basis. The U.S. economy continues to move forward, with economic growth equaling 2.1% for the past 12 months. The only point of weakness during the quarter was in business spending, which was down due to a substantial accumulation of inventory during the first half of the year.

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November 2015 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in November, as the Wilshire 5000 Total Market IndexSM returned 0.46% and the S&P 500 Index returned 0.30%. Market volatility increased in November, with the CBOE Volatility Index (VIX) ending the month at 16.13, up from 15.07 at the end of October.

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October 2015 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in October, as the Wilshire 5000 Total Market IndexSM returned 8.01% and the S&P 500 Index returned 8.44%. Market volatility decreased in October, with the CBOE Volatility Index (VIX) ending the month at 15.07, down from 24.50 at the end of September.

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  Third Quarter 2015 Market Commentary

Economic Highlights: Real GDP growth was strong during the second quarter of 2015, expanding 3.9% on an annualized basis. Economic growth has improved during the last two years and stands at 2.7% for the past 12 months. Growth was broad based during the quarter, with consumer, business and government spending exhibiting gains.

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  August 2015 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were negative in August, as the Wilshire 5000 Total Market IndexSM returned -5.95% and the S&P 500 Index returned -6.03%. Market volatility increased significantly in August, with the CBOE Volatility Index (VIX) ending the month at 28.43, up from 12.12 at the end of July.

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September Rate Hike Remains Uncertain

The Fed Five-Year Forward Breakeven Rate, which uses Treasury Inflation Protected Securities (TIPS) to calculate implied inflation expectations of investors and represents a notable measure of inflation for the Federal Reserve, recently slid back below the Fed’s Target Inflation Rate of 2% (Exhibit 1).

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