Knowledge Center

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

  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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  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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  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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  Investment Strategy Update, February 2017

Investment Strategy—Proceeding With Caution

U.S. equity markets rallied in the fourth quarter of 2016, on the heels of the surprise election of Donald Trump. Some aspects of the new administration’s policy agenda may foster higher economic and earnings growth (regulation and fiscal policy), while other aspects may prove to be prohibitive of growth (immigration and trade). Markets moved quickly to price-in the positive features of President Trump’s expected policy actions, with less attention to the potentially negative consequences. Recognizing that there remains significant uncertainty regarding actual policy implementation, our analysis continues to focus on the fundamentals of the macroeconomic landscape, while considering how such fundamentals may change in response to policy actions.

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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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  Market Insights: Performance in Perspective—Headwinds for Multi-Asset Investors in 2016

With U.S. equities soaring to new highs and outpacing virtually every other asset class in 2016, many investors will find themselves looking at the statements of their investment accounts and asking, “Where is my fair share?” As practitioners in the investment advisory community, we all know and understand the long-term benefits of diversification, and we recognize the challenges in chasing performance. Recognizing that well-known and highly followed media outlets simply focus on the stock market and do not provide enough perspective into the performance of the global investment landscape, we would like to take the opportunity to provide our clients with a broad overview of the most important themes that impacted the performance of multi-asset portfolios in 2016.

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Webinar Replay Now Available

 2017 Year in Review & 2018 Outlook Webinar