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 -1.03% In September

SANTA MONICA, CA, OCTOBER 13, 2015—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -1.03% in September, according to Wilshire Funds Management (“WFM”), the global investment management business unit of Wilshire Associates.

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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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  Market Insights: The Diversification Benefit of Yen Exposure

The relative strength of the U.S. economy has led to expectations of tighter monetary policy, particularly as foreign central banks move to stimulate their economies in the face of slower global economic growth. This has fueled a dramatic rally in the U.S. dollar over the past year, particularly against the euro and the yen. As a result, investors have flocked to hedged products to protect their foreign investments from continued moves higher in the U.S. dollar.

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  Market Insights: Stay in Your Seat and Get to Your Destination

We’ve witnessed a rather tumultuous month-to-date, as global securities markets process mixed economic data, uncertain central bank policy, continued deterioration of oil prices, and the recent devaluing of the Chinese yuan. This has fueled heightened concerns of weaker than expected global economic growth, and therefore, a near-term repricing of risk assets.

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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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  Investment Strategy Update, August 2015

The first half of 2015 can be characterized as directionless and turbulent, as investors continued to assess the global economy, earnings growth outlook, geopolitical risk, and heightened uncertainty regarding monetary policy. Volatility in both equity and fixed income markets has been gradually increasing, albeit with clear signs of technical support for both asset classes.

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