News

Commentaries, white papers, and news items are listed here as they become available. To view and sort by date or category, please visit the Wilshire Advisor Solutions Knowledge Center. For media inquiries pertaining to Wilshire Associates, please contact our corporate headquarters at 1-310-451-3051.

Monday, May 7, 2018

» Investment Strategy Update, May 2018
Alternatives, Commentary

Positioning Defensively in Fixed Income and Equities: Global equity markets witnessed a dramatic spike in realized and implied market volatility during the first quarter of 2018, as sentiment quickly shifted on concerns of higher inflation (most notably wage inflation) and a higher likelihood of more interest rate hikes in 2018. 

Friday, April 13, 2018

» Wilshire Liquid Alternative Index Falls -0.40% in March 2018
News/Press Releases

SANTA MONICA, CA, APRIL 12, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -0.40% in March, and -0.99% for the first quarter in 2018. Both returns underperforming the -0.98% monthly return and -1.02% quarterly return of the HFRX Global Hedge Fund Index. 

Tuesday, April 10, 2018

» First Quarter 2018 Market Commentary
Market Commentary, Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was down -0.76% for the first quarter of 2018. This marks only the second negative quarter in nearly six years. Market volatility returned after a tranquil 2017. While the market never experienced a daily loss of 2% or more last year, there were five such down days during the first quarter of 2018, including a 4% loss in early February. 

Monday, March 12, 2018

» February 2018 Monthly Market Commentary
Market Commentary, Commentary

U.S. Economy and Markets: Domestic equity markets were negative in February, as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index both fell -3.69%. Market volatility picked up significantly in February, as the CBOE Volatility Index (VIX) ended the month at 19.85, an increase from its January close of 13.54.

Thursday, February 22, 2018

» Successful Investing Requires Discipline: The Value of Diversification
Alternatives, White Papers, Diversification, White Papers

History shows us that no one asset class has remained the top or bottom performer for long. Trying to time the market and pick the best performers is a risky strategy. Diversifying across a wide range of asset classes enables investors to spread their risk and potentially increase returns, helping smooth what might otherwise be a bumpy ride.

Tuesday, February 13, 2018

» Wilshire Liquid Alternative Index Gains 1.59% in January
News/Press Releases

SANTA MONICA, CA, FEBRUARY 13, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 1.59% in January, underperforming the 2.45% monthly return of the HFRX Global Hedge Fund Index.

Tuesday, February 13, 2018

» January 2018 Monthly Market Commentary
Market Commentary, Commentary

U.S. Economy and Markets: Domestic equity markets continued to be positive in January, as the Wilshire 5000 Total Market IndexSM returned 5.25% and the S&P 500 Index advanced 5.73%. Market volatility picked up significantly in January, as the CBOE Volatility Index (VIX) ended the month at 13.54, an increase from its December close of 11.04.

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. 

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