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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Market Insights: Brexit—Cooler Heads Typically Prevail

As you are likely aware, the U.K. voted on Thursday to leave the European Union, which is sending ripples through global markets. This is symptomatic of the growing anti-establishment movement that is becoming more of a global issue. The initial global reaction appears very negative (particularly in foreign equities), as this was clearly not expected, and therefore it was not priced into markets.

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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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  Translating Institutional Expertise into Individual Investor Solutions: Enhancing Portfolio Solutions with Alternative Investment Strategies

Diversification has long been the mantra of advisors to individual and institutional investors alike. Yet, to the dismay of modern portfolio theory practitioners, finding sources of diversification has become increasingly challenging. This paper is intended to provide clarity to those who may have limited knowledge of the topic and to offer an overview of Wilshire Funds Management’s approach to employing these funds in portfolio solutions.

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