Knowledge Center

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

  Wilshire Liquid Alternative Index Falls in April 2018

SANTA MONICA, CA, MAY 9, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -0.05% in April, underperforming the 0.09% monthly return of the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market Index.

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  Investment Strategy Update, May 2018

Positioning Defensively in Fixed Income and Equities: Global equity markets witnessed a dramatic spike in realized and implied market volatility during the first quarter of 2018, as sentiment quickly shifted on concerns of higher inflation (most notably wage inflation) and a higher likelihood of more interest rate hikes in 2018. 

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  Wilshire Liquid Alternative Index Falls -0.40% in March 2018

SANTA MONICA, CA, APRIL 12, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -0.40% in March, and -0.99% for the first quarter in 2018. Both returns underperforming the -0.98% monthly return and -1.02% quarterly return of the HFRX Global Hedge Fund Index. 

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  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. 

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  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.

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  Successful Investing Requires Discipline: The Value of Diversification

History shows us that no one asset class has remained the top or bottom performer for long. Trying to time the market and pick the best performers is a risky strategy. Diversifying across a wide range of asset classes enables investors to spread their risk and potentially increase returns, helping smooth what might otherwise be a bumpy ride.

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  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.

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Semi Annual Market Update Webinar

  Our July 24 webinar replay is now available