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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  Market Insights: Does a More Dovish Fed Contrast with Rising Inflation Expectations?

The comments out of the Fed meeting last week were received by some as being surprisingly dovish, as the median dot in the Fed’s dot plot slipped to a year-end level of 0.75 – 1.00 percent. This implies only two 25 basis point rate increases by year-end, and represents a considerable decline from the previous dot plot which implied four 25 basis point rate increases.

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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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  Market Insights: Interpreting Interest Rate Expectations

Coming out of 2015 on the heels of the Fed’s first interest rate hike since the financial crisis, investors were pricing in a very high probability of several more interest rate hikes in 2016. The Fed’s guidance implied four rate hikes this year, and Fed Funds Futures implied a roughly 90% probability that the Fed would raise rates further by December of 2016.

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Ignites Article: How Should ESG Products Be Assessed?

Written by Rob Noe and Josh Emanuel: Client interest in responsible investment strategies has increased notably over the past couple of years. And with it, the number of responsible investment products coming to market and managers claiming to incorporate environment, social and governance (ESG) factors into their investment processes has also grown.

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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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  Investment Strategy Update, Fourth Quarter 2015

Our Reflections on 2015—Unrewarded Risk Some investors believe in the “January Indicator,” on the basis that January portends the performance of markets for the remainder of the year. This premise held true in 2015, which began with a rather tumultuous month, fueling a gradual increase in equity market volatility from 12.34% to 18.72% at the end of 2015.

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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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