Knowledge Center

U.S. Economy and Markets: Domestic equity markets were positive in July, as the Wilshire 5000 Total Market Index^SM 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%.

» more

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

Webinar Replay: “Second Quarter 2016 Market Update” webinar, presented by Josh Emanuel, Wilshire Funds Management CIO.

» more

SANTA MONICA, CA, JULY 12, 2016—The Wilshire Liquid Alternative Index^SM returned 0.57% in April, outperforming the HFRX Global Hedge Fund Index’s 0.41% return by 16 basis points.

» more

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.

» more

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.

» more

SANTA MONICA, CA, JUNE 10, 2016—The Wilshire Liquid Alternative Index^SM returned 0.10% in May, underperforming the HFRX Global Hedge Fund Index’s 0.46% return by 36 basis points.

» more

U.S. Economy and Markets: Domestic equity markets were positive in May, as the Wilshire 5000 Total Market Index^SM 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%.

» more

SANTA MONICA, CA, MAY 13, 2016—The Wilshire Liquid Alternative Index^SM returned 0.57% in April, outperforming the HFRX Global Hedge Fund Index’s 0.41% return by 16 basis points.

» more

Domestic equity markets were positive in April, as the Wilshire 5000 Total Market IndexSM returned 0.65% and the S&P 500 Index returned 0.39%.

» more