Monday, April 23, 2018 » Liquid Alternatives Industry Monitor Alternatives, Commentary, Liquid Alternatives Monitor First Quarter 2018 The quarterly Wilshire Liquid Alternatives Monitor provides highlights and insights into the trends and capital flows of the liquid alternatives space.
Tuesday, February 6, 2018 » Investment Strategy Update, February 2018 Alternatives, Commentary Positioning for Value: Global equity markets and risky assets alike surged higher in 2017 as earnings recovered, realized and implied market volatility tumbled to near-historic lows, and momentum and positive sentiment continue to propel valuations higher. Markets are very enthusiastic about the new U.S. administration’s execution on tax reform, which may help extend the rally in risk assets even further, provided that monetary conditions do not tighten too quickly. Therefore, our analysis continues to focus on the fundamentals of the macroeconomic landscape while considering how fundamentals may change in response to the recent policy actions. We maintained an overweight to government bond exposure through the second half of 2017 to offset additional equity risk in our portfolios. We have also been largely overweight to non-U.S. equities, benefiting from cheaper valuations and economic momentum abroad, along with a significantly weaker U.S. dollar which served as a tailwind for foreign equity exposure.
Wednesday, November 8, 2017 » Investment Strategy Update, October 2017 Alternatives, Commentary Staying the Course: Global equity markets and risky assets alike have surged higher year-to-date in 2017 as earnings recovered, realized and implied market volatility tumbled to near-historic lows, and momentum and positive sentiment continue to propel valuations higher. Markets are once again pricing some additional enthusiasm about the new U.S. administration’s ability to execute on its policy agenda of lighter regulation and looser fiscal policy, however there remains significant uncertainty regarding actual policy implementation. Therefore, our analysis continues to focus on the fundamentals of the macroeconomic landscape while considering how such fundamentals may change in response to policy actions. ...
Thursday, August 3, 2017 » Investment Strategy Update, July 2017 Alternatives, Commentary Positioning for Relative Opportunities: Global equity markets continued to climb higher in the first half of 2017 as earnings recovered, and momentum and positive sentiment helped markets shrug off concerns regarding the new U.S. administration’s ability to execute on its policy agenda of lighter regulation and looser fiscal policy. We expressed our concern in our last letter that there remains significant uncertainty regarding actual policy implementation, noting that our analysis continues to focus on the fundamentals of the macroeconomic landscape, while considering how such fundamentals may change in response to policy actions. ...
Thursday, November 20, 2014 » FOX News Blog: Wilshire Liquid Alts Index Up 0.19% in October Alternatives, Commentary, News/Press Releases Written by Jason Schwarz—The landscape for liquid alternatives is rapidly evolving. We continue to see mutual funds open, close, and consolidate. Of the 442 funds categorized as liquid alternatives by Wilshire Funds Management, more than 20% have been launched in the last year alone.