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, January 9, 2017

» Fourth Quarter 2016 Market Commentary
Market Commentary, Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 4.54% for the fourth quarter and 13.37% for 2016. This marks the Index’s fifth straight quarterly gain and, more remarkably, eighth straight annual gain. A portion of that “winning streak” is due to a rebound from the global financial crisis selloff. However, the market has continued to produce strong returns after the initial recovery, with a 14% annualized gain over the past four years. Following several rocky months to begin the year, U.S. equities trended upward for the rest of 2016. The fourth quarter benefited from strong economic growth and signs of confidence from the Federal Reserve.

Tuesday, December 13, 2016

» Wilshire Liquid Alternative Index Gains 0.08% in November
Alternatives, White Papers, News/Press Releases

SANTA MONICA, CA, DECEMBER 9, 2016—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.08% in November, underperforming the 0.87% monthly return for the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Multi-Strategy IndexSM, which includes both single and multi-manager funds, returned 0.15% in November. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market IndexSM.

Friday, December 9, 2016

» November 2016 Monthly Market Commentary
Market Commentary, Commentary

Domestic equity markets were positive in November, as the Wilshire 5000 Total Market IndexSM returned 4.56% and the S&P 500 Index returned 3.70%. Market volatility decreased in November, with the CBOE Volatility Index (VIX) ending the month at 13.33, down from 17.06 at the end of October.

Wednesday, November 23, 2016

» Market Insights: U.S Presidential Election—Staying the Course in the Face of Uncertainty
Market Commentary, White Papers

We are not in the business of forecasting politics, but we are closely monitoring the actions and announcements from the Trump administration for clarity regarding the actual implementation of his proposed policy actions. Furthermore, we continue to objectively monitor a broad range of market fundamentals, and we are specifically focused on several factors in formulating our forward-looking views within the scope of the Trump administration.

Thursday, November 10, 2016

» Investment Strategy Update, November 2016
Market Commentary, Commentary

Investment Strategy—Defensively Seeking Returns: Global equity markets delivered compelling returns in the third quarter of 2016, following a decline in equities late in the second quarter. Investors have continued to take advantage of price declines in equities throughout 2015 and 2016, shrugging off geopolitical concerns, slower economic growth and inflation, and a deterioration in earnings growth. The persistent support for equities is both technically encouraging and fundamentally concerning, as it may serve as a sign of investor complacency.

Monday, November 7, 2016

» October 2016 Monthly Market Commentary
Market Commentary, Commentary

U.S. Economy and Markets: Domestic equity markets were negative in October, as the Wilshire 5000 Total Market IndexSM returned -2.03% and the S&P 500 Index returned -1.82%. Market volatility increased in October, with the CBOE Volatility Index (VIX) ending the month at 17.06, up from 13.29 at the end of September 2016.

Monday, October 17, 2016

» Third Quarter 2016 Market Commentary
Market Commentary, Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market Index, was up for the third quarter of 2016 by 4.29%. This marks the fourth straight quarterly gain, although most of the pricing activity occurred during roughly the first dozen trading days of the quarter. Interestingly, strong equity returns this year have coincided with a drop in corporate earnings. However, a major contributor to that decline is performance within the Energy sector due to depressed oil prices.


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