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.

Tuesday, October 9, 2018

» Third Quarter 2018 Market Commentary
Market Commentary, Commentary

The third quarter began with very strong corporate earnings reports and the vast majority of public companies beating consensus earnings estimates. Operating earnings on S&P 500 companies were up 8% during the first quarter of 2018 and showed 6% growth during the second quarter. Economic data continues to be strong, including the largest increase in real GDP in four years at 4.2%.

Tuesday, September 11, 2018

» August 2018 Monthly Market Commentary
Market Commentary, Commentary

Domestic equity markets were positive in August as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index returned 3.51% and 3.26%, respectively. Market volatility increased slightly as the CBOE Volatility Index (VIX) ended the month at 12.86, an increase from its July close of 12.83.

Friday, August 10, 2018

» Investment Strategy Update, August 2018
Alternatives, Commentary

Shortening Duration and Seeking Opportunity in Value, International: This quarter, we are remaining overweight to foreign equities, which we reduced early in the second quarter due to concerns about the headwinds of dollar strength, and slowing business momentum overseas. We remain consistent in our slightly cautious risk posture, favoring government bonds in our fixed income allocation and value in our equity allocation.

Thursday, July 12, 2018

» Second Quarter 2018 Market Commentary
Market Commentary, Commentary

Volatility has returned this year but is in line with long-term historical figures. Although there have been more up days than down during 2018, the daily losses have been more substantial. The average daily loss has been approximately 34% greater than the average daily gain, a spread not seen in more than a decade. Trade and tariffs continued to help drive markets this spring, as did increased anti-euro sentiment in Italy. Strong gains in personal income and consumer spending during the second quarter have left room for optimism.

Tuesday, June 12, 2018

» Managing Downside Risk with Factor-Based Investment Strategies
Alternatives, White Papers

With equity valuations at historically high levels and market volatility relatively low, advisors are looking for ways to diversify client portfolios to protect against equity market declines. Historically investors diversified across asset classes and geographical regions. But as we learned from the financial crisis, in times of extreme market volatility, many traditional asset classes can become highly correlated. In addition, because of the current low-interest-rate environment and with central banks poised to raise rates in the future, there could be further breakdown in correlation between stocks and bonds as interest rates rise.


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